+3,844.2%
URI vs UEC
+4.1%
+3,840.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.8% | -5.7% | 0.0% |
| 7D | -9.8% | -10.2% | +0.5% | -8.2% |
| 30D | +1.7% | -26.9% | +28.7% | +6.9% |
| 3M | -9.1% | -35.7% | +26.6% | -2.9% |
| 6M | +9.9% | -56.1% | +66.0% | +23.0% |
| YTD | +31.2% | -40.8% | +72.0% | +37.7% |
| 1Y | +25.9% | -43.4% | +69.3% | +32.3% |
| 3Y | +147.4% | +25.4% | +122.0% | +113.2% |
| 5Y | +179.7% | +51.1% | +128.7% | +114.9% |
| 10Y | +1,419.5% | +695.4% | +724.1% | +641.4% |
| All | +3,844.2% | +4.1% | +3,840.2% | +1,385.0% |
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