-71.5%
U vs UEC
+33.3%
-104.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.9% | +3.8% | -0.3% |
| 7D | +24.4% | -5.2% | +29.5% | +25.3% |
| 30D | +7.4% | -22.0% | +29.4% | +15.0% |
| 3M | +16.8% | -37.0% | +53.8% | +32.1% |
| 6M | +78.8% | -52.7% | +131.5% | +116.1% |
| YTD | +14.0% | -38.6% | +52.6% | +22.6% |
| 1Y | +16.7% | -44.6% | +61.3% | +29.0% |
| 3Y | +86.4% | +27.1% | +59.2% | +28.8% |
| 5Y | -71.5% | +37.9% | -109.4% | -84.2% |
| All | -71.5% | +33.3% | -104.7% | -84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded UEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling