+529.6%
UEC vs RACE
+639.5%
-109.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.5% | -3.5% | -4.5% |
| 7D | +4.9% | -4.0% | +8.9% | +7.6% |
| 30D | -17.5% | +3.5% | -21.0% | -19.2% |
| 3M | -40.1% | -0.4% | -39.7% | -40.1% |
| 6M | -56.1% | +23.2% | -79.3% | -61.3% |
| YTD | -41.8% | +11.0% | -52.8% | -46.3% |
| 1Y | -44.8% | -2.2% | -42.6% | -45.0% |
| 3Y | +20.6% | +22.5% | -2.0% | -4.5% |
| 5Y | +24.3% | +63.2% | -38.9% | -19.8% |
| 10Y | +639.1% | +704.3% | -65.2% | +136.8% |
| All | +529.6% | +639.5% | -109.8% | +76.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling