+1,218.8%
URI vs UEC
+765.9%
+452.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +10.1% | -3.2% | +5.0% |
| 7D | -4.0% | +1.5% | -5.5% | -4.3% |
| 30D | +6.8% | -17.1% | +23.9% | +10.2% |
| 3M | -2.8% | -32.3% | +29.5% | +3.4% |
| 6M | +20.9% | -49.7% | +70.6% | +33.5% |
| YTD | +40.2% | -34.8% | +75.0% | +45.0% |
| 1Y | +34.1% | -37.5% | +71.6% | +38.8% |
| 3Y | +164.1% | +37.1% | +127.1% | +117.5% |
| 5Y | +199.3% | +44.3% | +155.0% | +120.9% |
| 10Y | +1,218.8% | +737.4% | +481.5% | +437.6% |
| All | +1,218.8% | +765.9% | +452.9% | +437.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling