+3,319.5%
V vs UEC
+182.3%
+3,137.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.9% | +6.3% | +0.8% |
| 7D | +0.8% | -5.2% | +6.0% | +1.1% |
| 30D | +9.9% | -22.0% | +31.9% | +11.7% |
| 3M | +17.5% | -37.0% | +54.5% | +21.0% |
| 6M | +33.5% | -52.7% | +86.2% | +39.4% |
| YTD | +21.6% | -38.6% | +60.2% | +23.2% |
| 1Y | +27.6% | -44.6% | +72.2% | +30.0% |
| 3Y | +76.4% | +27.1% | +49.3% | +61.8% |
| 5Y | +103.8% | +37.9% | +65.9% | +77.5% |
| 10Y | +455.5% | +631.6% | -176.2% | +279.6% |
| All | +3,319.5% | +182.3% | +3,137.2% | +2,036.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling