+3,306.4%
V vs UEC
+200.0%
+3,106.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +10.1% | -10.2% | -0.9% |
| 7D | -0.8% | +1.5% | -2.3% | -1.0% |
| 30D | +9.5% | -17.1% | +26.6% | +10.8% |
| 3M | +16.7% | -32.3% | +49.0% | +19.6% |
| 6M | +32.9% | -49.7% | +82.7% | +38.3% |
| YTD | +21.1% | -34.8% | +55.9% | +22.1% |
| 1Y | +26.6% | -37.5% | +64.2% | +27.8% |
| 3Y | +78.4% | +37.1% | +41.3% | +62.7% |
| 5Y | +105.5% | +44.3% | +61.2% | +78.3% |
| 10Y | +444.2% | +737.4% | -293.1% | +268.3% |
| All | +3,306.4% | +200.0% | +3,106.4% | +2,019.2% |
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