-13.3%
UEC vs RJF
+5.1%
-18.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.1% | -5.1% |
| 7D | -9.4% | -2.7% | -6.7% | -8.0% |
| 30D | -8.0% | -4.3% | -3.7% | -5.8% |
| 3M | -1.7% | +15.7% | -17.4% | -10.9% |
| 6M | -26.1% | +17.8% | -44.0% | -34.6% |
| YTD | -10.5% | +9.2% | -19.7% | -15.3% |
| 1Y | -13.3% | +2.8% | -16.1% | -17.4% |
| All | -13.3% | +5.1% | -18.3% | -17.4% |
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