+216.7%
UEC vs RJF
+104.0%
+112.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.1% | -5.1% |
| 7D | -9.4% | -2.7% | -6.7% | -7.6% |
| 30D | -8.0% | -4.3% | -3.7% | -5.1% |
| 3M | -1.7% | +15.7% | -17.4% | -12.6% |
| 6M | -26.1% | +17.8% | -44.0% | -35.6% |
| YTD | -10.5% | +9.2% | -19.7% | -17.1% |
| 1Y | -13.3% | +2.8% | -16.1% | -16.2% |
| 3Y | +116.4% | +69.5% | +46.9% | +34.9% |
| All | +216.7% | +104.0% | +112.6% | +66.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling