+454.5%
V vs UEC
+696.7%
-242.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.9% | +6.1% | +0.7% |
| 7D | +0.6% | -5.2% | +5.8% | +0.9% |
| 30D | +9.7% | -22.0% | +31.7% | +11.8% |
| 3M | +17.3% | -37.0% | +54.3% | +21.3% |
| 6M | +33.2% | -52.7% | +85.9% | +40.1% |
| YTD | +21.3% | -38.6% | +59.9% | +22.9% |
| 1Y | +27.3% | -44.6% | +71.9% | +29.8% |
| 3Y | +76.1% | +27.1% | +49.0% | +57.2% |
| 5Y | +103.5% | +37.9% | +65.6% | +69.2% |
| 10Y | +454.5% | +631.6% | -177.2% | +215.3% |
| All | +454.5% | +696.7% | -242.2% | +215.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling