-57.8%
UUUU vs UEC
-46.3%
-11.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.9% | +4.1% | +3.6% |
| 7D | -14.4% | -13.8% | -0.6% | -2.3% |
| 30D | -33.6% | -23.1% | -10.5% | -16.2% |
| 3M | -44.2% | -31.5% | -12.6% | -22.3% |
| 6M | -66.8% | -51.5% | -15.3% | -37.9% |
| YTD | -50.6% | -38.4% | -12.2% | -23.9% |
| 1Y | -57.8% | -44.7% | -13.1% | -29.4% |
| All | -57.8% | -46.3% | -11.4% | -29.4% |
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