-68.0%
U vs UEC
+278.7%
-346.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.0% | -0.4% | +1.7% |
| 7D | +4.5% | +2.6% | +1.9% | +3.6% |
| 30D | -0.6% | +5.6% | -6.2% | -3.1% |
| 3M | +48.4% | -5.7% | +54.1% | +48.3% |
| 6M | +115.4% | -8.0% | +123.4% | +110.7% |
| YTD | -3.2% | +1.8% | -5.0% | -9.7% |
| 1Y | -6.0% | +0.6% | -6.6% | -15.0% |
| 3Y | +13.5% | +155.2% | -141.7% | -36.4% |
| 5Y | -68.0% | +305.8% | -373.8% | -85.3% |
| All | -68.0% | +278.7% | -346.7% | -85.3% |
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