+1,583.6%
UNP vs UEC
+73.5%
+1,510.1%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -5.3% | -6.9% | +1.6% | -4.7% |
| 30D | -1.5% | +7.6% | -9.2% | -2.4% |
| 3M | +10.3% | -18.4% | +28.6% | +11.4% |
| 6M | +9.7% | -23.3% | +32.9% | +10.6% |
| YTD | +27.1% | -1.2% | +28.3% | +24.4% |
| 1Y | +32.6% | +2.3% | +30.3% | +27.9% |
| 3Y | +40.0% | +162.3% | -122.3% | +17.9% |
| 5Y | +50.8% | +287.2% | -236.4% | +14.6% |
| 10Y | +278.6% | +1,009.6% | -731.0% | +126.0% |
| All | +1,583.6% | +73.5% | +1,510.1% | +665.6% |
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