-44.7%
UEC vs EXR
+28.1%
-72.7%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +3.1% | -8.0% | -5.7% |
| 7D | -13.8% | +11.3% | -25.0% | -16.7% |
| 30D | -23.1% | +21.2% | -44.3% | -28.0% |
| 3M | -31.5% | +8.7% | -40.2% | -33.5% |
| 6M | -51.5% | +18.2% | -69.7% | -55.7% |
| YTD | -38.4% | +27.9% | -66.4% | -42.9% |
| 1Y | -44.7% | +28.3% | -73.0% | -48.2% |
| All | -44.7% | +28.1% | -72.7% | -48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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