+12.5%
USB vs UEC
-51.5%
+64.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.9% | +6.8% | +2.0% |
| 7D | +2.4% | -13.8% | +16.2% | +2.6% |
| 30D | +6.6% | -23.1% | +29.7% | +6.9% |
| 3M | -4.1% | -31.5% | +27.4% | -3.7% |
| 6M | +12.5% | -51.5% | +64.0% | +14.8% |
| All | +12.5% | -51.5% | +64.0% | +14.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling