+43.0%
UEC vs ZYBT
-58.9%
+101.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.5% | -2.7% | -5.2% |
| 7D | -9.4% | -3.7% | -5.7% | -9.4% |
| 30D | -8.0% | 0.0% | -8.0% | -8.0% |
| 3M | -1.7% | +72.2% | -73.9% | -3.0% |
| 6M | -26.1% | +103.1% | -129.3% | -27.6% |
| YTD | -10.5% | +34.8% | -45.3% | -12.0% |
| 1Y | -13.3% | -83.2% | +69.9% | -14.2% |
| All | +43.0% | -58.9% | +101.8% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 3y: compounded portfolio wealth divided by compounded ZYBT 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…
3y analysis · Full analysis span regression · 6 months rolling