+994.3%
UEC vs RVTY
+134.6%
+859.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.1% | -1.2% |
| 7D | -0.2% | -5.4% | +5.2% | +2.6% |
| 30D | +1.9% | +6.7% | -4.8% | -1.3% |
| 3M | +8.9% | +19.0% | -10.1% | -0.9% |
| 6M | -14.5% | +34.6% | -49.1% | -27.7% |
| YTD | -0.7% | +28.3% | -29.0% | -14.4% |
| 1Y | -4.1% | +46.0% | -50.1% | -23.9% |
| 3Y | +148.9% | +16.9% | +132.1% | +103.5% |
| 5Y | +300.0% | -32.9% | +332.9% | +374.2% |
| 10Y | +994.3% | +141.6% | +852.7% | +469.7% |
| All | +994.3% | +134.6% | +859.8% | +469.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling