+102.2%
USO vs UEC
-46.3%
+148.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -4.9% | -3.2% | -8.6% |
| 7D | -12.7% | -13.8% | +1.1% | -14.3% |
| 30D | +1.0% | -23.1% | +24.1% | -2.1% |
| 3M | +25.6% | -31.5% | +57.1% | +20.5% |
| 6M | -1.5% | -51.5% | +50.0% | -7.1% |
| YTD | +110.3% | -38.4% | +148.7% | +99.6% |
| 1Y | +102.2% | -44.7% | +146.8% | +91.8% |
| All | +102.2% | -46.3% | +148.5% | +91.8% |
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 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