+30.6%
UPS vs UEC
-46.3%
+77.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.9% | +9.6% | +5.0% |
| 7D | +8.2% | -13.8% | +22.0% | +9.1% |
| 30D | +22.7% | -23.1% | +45.8% | +24.4% |
| 3M | +6.4% | -31.5% | +38.0% | +8.4% |
| 6M | +22.6% | -51.5% | +74.1% | +26.0% |
| YTD | +20.7% | -38.4% | +59.2% | +24.1% |
| 1Y | +30.6% | -44.7% | +75.3% | +33.6% |
| All | +30.6% | -46.3% | +77.0% | +33.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling