+31.8%
USB vs UEC
-47.1%
+78.9%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.8% | -7.3% | -0.8% |
| 7D | 0.0% | -10.2% | +10.2% | +0.5% |
| 30D | +5.8% | -26.9% | +32.8% | +7.3% |
| 3M | -6.0% | -35.7% | +29.7% | -4.3% |
| 6M | +7.8% | -56.1% | +63.9% | +11.9% |
| YTD | +14.6% | -40.8% | +55.3% | +16.0% |
| 1Y | +31.8% | -43.4% | +75.1% | +32.2% |
| All | +31.8% | -47.1% | +78.9% | +32.2% |
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