+268.7%
UEC vs RACE
+93.6%
+175.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +1.3% |
| 7D | -6.9% | -2.5% | -4.4% | -5.6% |
| 30D | +7.6% | +0.8% | +6.9% | +7.3% |
| 3M | -18.4% | +17.2% | -35.5% | -25.3% |
| 6M | -23.3% | +13.6% | -36.9% | -28.6% |
| YTD | -1.2% | +12.2% | -13.4% | -8.7% |
| 1Y | +2.3% | -16.3% | +18.6% | +11.0% |
| 3Y | +162.3% | +36.4% | +125.8% | +74.2% |
| All | +268.7% | +93.6% | +175.1% | +92.6% |
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