+28.2%
UTHR vs UEC
-1.0%
+29.2%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | -5.4% | -6.9% | +1.5% | -5.3% |
| 30D | -6.0% | +7.6% | -13.7% | -6.1% |
| 3M | -11.0% | -18.4% | +7.4% | -10.7% |
| 6M | -0.5% | -23.3% | +22.7% | -0.5% |
| YTD | +0.1% | -1.2% | +1.3% | -0.1% |
| 1Y | +28.2% | +2.3% | +25.9% | +31.7% |
| All | +28.2% | -1.0% | +29.2% | +31.7% |
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