+305.8%
UEC vs RVTY
-32.1%
+337.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.4% | +5.4% | +4.0% |
| 7D | +2.6% | +0.4% | +2.2% | +2.4% |
| 30D | +5.6% | +10.8% | -5.2% | +1.5% |
| 3M | -5.7% | +26.8% | -32.5% | -14.7% |
| 6M | -8.0% | +39.3% | -47.4% | -20.3% |
| YTD | +1.8% | +31.6% | -29.8% | -10.0% |
| 1Y | +0.6% | +47.7% | -47.1% | -16.1% |
| 3Y | +155.2% | +19.9% | +135.2% | +118.9% |
| 5Y | +305.8% | -32.3% | +338.2% | +380.8% |
| All | +305.8% | -32.1% | +337.9% | +380.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling