+1,271.8%
URI vs UEC
+908.7%
+363.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.8% | +1.8% |
| 7D | +5.0% | -0.2% | +5.2% | +5.0% |
| 30D | -9.4% | +1.9% | -11.3% | -10.1% |
| 3M | -5.8% | +8.9% | -14.7% | -8.2% |
| 6M | +25.8% | -14.5% | +40.3% | +25.6% |
| YTD | +27.9% | -0.7% | +28.6% | +23.0% |
| 1Y | +9.7% | -4.1% | +13.8% | +4.3% |
| 3Y | +128.0% | +148.9% | -20.9% | +67.7% |
| 5Y | +212.4% | +300.0% | -87.6% | +86.8% |
| 10Y | +1,271.8% | +994.3% | +277.5% | +387.1% |
| All | +1,271.8% | +908.7% | +363.1% | +387.1% |
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 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