+2.3%
UEC vs RJF
+7.8%
-5.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.8% | +1.1% |
| 7D | -6.9% | -0.6% | -6.3% | -6.6% |
| 30D | +7.6% | -1.3% | +8.9% | +8.2% |
| 3M | -18.4% | +18.9% | -37.3% | -26.9% |
| 6M | -23.3% | +15.0% | -38.3% | -30.0% |
| YTD | -1.2% | +12.2% | -13.4% | -7.3% |
| 1Y | +2.3% | +5.6% | -3.3% | -4.2% |
| All | +2.3% | +7.8% | -5.5% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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