+120.5%
URI vs UEC
+157.0%
-36.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.6% |
| 7D | -2.0% | -6.9% | +5.0% | -1.1% |
| 30D | -12.9% | +7.6% | -20.6% | -14.0% |
| 3M | -6.7% | -18.4% | +11.7% | -5.2% |
| 6M | +19.0% | -23.3% | +42.3% | +20.4% |
| YTD | +25.5% | -1.2% | +26.7% | +22.1% |
| 1Y | +5.5% | +2.3% | +3.2% | +0.7% |
| All | +120.5% | +157.0% | -36.5% | +75.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling