+31.5%
UL vs UEC
+39.8%
-8.3%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.9% | -1.1% |
| 7D | -1.7% | +0.6% | -2.3% | -1.7% |
| 30D | +4.5% | -18.1% | +22.6% | +4.8% |
| 3M | +5.5% | -36.9% | +42.4% | +6.3% |
| 6M | +17.0% | -56.1% | +73.1% | +18.8% |
| YTD | +3.2% | -38.1% | +41.3% | +3.3% |
| 1Y | -1.9% | -41.7% | +39.8% | -1.7% |
| 3Y | +33.6% | +28.2% | +5.4% | +27.1% |
| 5Y | +31.5% | +31.7% | -0.2% | +24.9% |
| All | +31.5% | +39.8% | -8.3% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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