+46.9%
ULTA vs UEC
+198.6%
-151.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.2% | +7.3% | +2.5% |
| 7D | -3.1% | -9.4% | +6.4% | -2.3% |
| 30D | +2.8% | -8.0% | +10.8% | +3.3% |
| 3M | +14.8% | -1.7% | +16.5% | +14.5% |
| 6M | -16.2% | -26.1% | +9.9% | -15.1% |
| YTD | -9.6% | -10.5% | +0.9% | -10.5% |
| 1Y | +4.8% | -13.3% | +18.0% | +2.8% |
| 3Y | +30.7% | +116.4% | -85.7% | +10.7% |
| All | +46.9% | +198.6% | -151.7% | +11.4% |
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