+25.9%
URI vs UEC
-47.1%
+73.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.8% | -5.7% | +0.2% |
| 7D | -9.8% | -10.2% | +0.5% | -8.5% |
| 30D | +1.7% | -26.9% | +28.7% | +5.5% |
| 3M | -9.1% | -35.7% | +26.6% | -4.6% |
| 6M | +9.9% | -56.1% | +66.0% | +19.1% |
| YTD | +31.2% | -40.8% | +72.0% | +33.9% |
| 1Y | +25.9% | -43.4% | +69.3% | +28.1% |
| All | +25.9% | -47.1% | +73.0% | +28.1% |
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 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