+70.6%
UEC vs RJF
+1,089.2%
-1,018.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.0% | +4.0% | +3.5% |
| 7D | +2.6% | +1.8% | +0.8% | +1.7% |
| 30D | +5.6% | 0.0% | +5.6% | +5.5% |
| 3M | -5.7% | +18.0% | -23.7% | -13.0% |
| 6M | -8.0% | +17.0% | -25.0% | -15.0% |
| YTD | +1.8% | +11.1% | -9.3% | -3.4% |
| 1Y | +0.6% | +8.0% | -7.4% | -3.5% |
| 3Y | +155.2% | +73.3% | +81.9% | +95.7% |
| 5Y | +305.8% | +107.4% | +198.4% | +192.5% |
| 10Y | +943.0% | +428.5% | +514.5% | +431.4% |
| All | +70.6% | +1,089.2% | -1,018.6% | -40.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling