+211.3%
UPS vs UEC
+0.2%
+211.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.1% | +3.9% | +2.0% |
| 7D | +3.8% | -3.8% | +7.5% | +4.0% |
| 30D | +17.4% | -13.5% | +30.9% | +18.2% |
| 3M | +8.2% | -40.5% | +48.7% | +11.2% |
| 6M | +17.9% | -56.7% | +74.6% | +23.0% |
| YTD | +18.7% | -43.0% | +61.7% | +21.0% |
| 1Y | +24.8% | -42.5% | +67.3% | +26.9% |
| 3Y | -4.5% | +11.6% | -16.1% | -9.3% |
| 5Y | -33.2% | +21.8% | -55.0% | -39.0% |
| 10Y | +44.2% | +623.9% | -579.7% | +10.2% |
| All | +211.3% | +0.2% | +211.1% | +123.5% |
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