+29.1%
UEC vs RACE
+64.4%
-35.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.4% | -3.4% | -2.8% |
| 7D | -3.8% | -1.2% | -2.6% | -3.0% |
| 30D | -13.5% | +6.1% | -19.6% | -16.4% |
| 3M | -40.5% | -0.3% | -40.2% | -40.5% |
| 6M | -56.7% | +23.4% | -80.1% | -61.5% |
| YTD | -43.0% | +12.5% | -55.5% | -47.5% |
| 1Y | -42.5% | -0.5% | -42.1% | -43.1% |
| 3Y | +11.6% | +23.6% | -12.1% | -18.2% |
| All | +29.1% | +64.4% | -35.3% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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