+65.6%
UEC vs RVTY
+501.6%
-436.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | -6.9% | +1.1% | -8.0% | -7.5% |
| 30D | +7.6% | +13.2% | -5.6% | +0.6% |
| 3M | -18.4% | +27.2% | -45.6% | -29.3% |
| 6M | -23.3% | +32.4% | -55.7% | -35.4% |
| YTD | -1.2% | +34.9% | -36.1% | -18.2% |
| 1Y | +2.3% | +52.4% | -50.1% | -22.3% |
| 3Y | +162.3% | +12.3% | +150.0% | +116.8% |
| 5Y | +287.2% | -30.8% | +318.1% | +331.5% |
| 10Y | +1,009.6% | +150.7% | +858.9% | +444.1% |
| All | +65.6% | +501.6% | -436.0% | -54.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling