+1,762.4%
ULTA vs UEC
+216.2%
+1,546.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.0% | -5.7% | -2.9% |
| 7D | +0.7% | +2.6% | -1.9% | +0.4% |
| 30D | -2.8% | +5.6% | -8.4% | -3.5% |
| 3M | +18.7% | -5.7% | +24.4% | +18.5% |
| 6M | -15.0% | -8.0% | -7.0% | -15.6% |
| YTD | -9.2% | +1.8% | -11.0% | -11.2% |
| 1Y | +5.7% | +0.6% | +5.1% | +2.3% |
| 3Y | +32.8% | +155.2% | -122.4% | +12.7% |
| 5Y | +46.0% | +305.8% | -259.8% | +12.1% |
| 10Y | +125.5% | +943.0% | -817.5% | +40.8% |
| All | +1,762.4% | +216.2% | +1,546.2% | +917.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling