-44.7%
UEC vs CASY
+32.1%
-76.8%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.4% | -6.3% | -4.9% |
| 7D | -13.8% | +0.8% | -14.6% | -13.8% |
| 30D | -23.1% | +9.4% | -32.5% | -23.2% |
| 3M | -31.5% | -20.6% | -10.9% | -31.6% |
| 6M | -51.5% | -20.7% | -30.8% | -47.5% |
| YTD | -38.4% | +22.5% | -60.9% | -49.7% |
| 1Y | -44.7% | +29.5% | -74.2% | -52.4% |
| All | -44.7% | +32.1% | -76.8% | -52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 1y: compounded portfolio wealth divided by compounded CASY 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…
1y analysis · Full analysis span regression · 6 months rolling