-32.7%
UPS vs UEC
+299.0%
-331.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.0% | -4.8% | -2.0% |
| 7D | -2.1% | +2.6% | -4.7% | -2.3% |
| 30D | -2.3% | +5.6% | -7.9% | -2.8% |
| 3M | -5.2% | -5.7% | +0.5% | -5.3% |
| 6M | +1.4% | -8.0% | +9.5% | +1.0% |
| YTD | +6.1% | +1.8% | +4.3% | +4.4% |
| 1Y | +27.0% | +0.6% | +26.4% | +24.2% |
| 3Y | -25.9% | +155.2% | -181.1% | -35.0% |
| All | -32.7% | +299.0% | -331.7% | -46.1% |
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 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