+127.2%
VALE vs UEC
+73.5%
+53.6%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.3% |
| 7D | +1.6% | -6.9% | +8.5% | +3.0% |
| 30D | +5.1% | +7.6% | -2.5% | +3.3% |
| 3M | -0.4% | -18.4% | +18.0% | +2.1% |
| 6M | -2.2% | -23.3% | +21.1% | +0.6% |
| YTD | +20.5% | -1.2% | +21.7% | +17.4% |
| 1Y | +61.2% | +2.3% | +58.9% | +53.0% |
| 3Y | +43.1% | +162.3% | -119.1% | +5.4% |
| 5Y | +34.0% | +287.2% | -253.3% | -17.9% |
| 10Y | +469.7% | +1,009.6% | -539.9% | +131.5% |
| All | +127.2% | +73.5% | +53.6% | -31.2% |
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