+72.2%
V vs UEC
+274.7%
-202.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -1.0% |
| 7D | -1.7% | -6.9% | +5.2% | -1.3% |
| 30D | +2.0% | +7.6% | -5.7% | +1.4% |
| 3M | +17.4% | -18.4% | +35.7% | +18.2% |
| 6M | +17.5% | -23.3% | +40.8% | +18.1% |
| YTD | +7.6% | -1.2% | +8.8% | +5.8% |
| 1Y | +7.7% | +2.3% | +5.4% | +4.8% |
| 3Y | +54.7% | +162.3% | -107.6% | +34.7% |
| All | +72.2% | +274.7% | -202.5% | +44.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling