+67.8%
VALE vs UEC
+2.3%
+65.6%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.9% | +3.4% | -1.5% |
| 7D | -1.5% | +4.9% | -6.4% | -2.5% |
| 30D | -15.6% | -17.5% | +1.8% | -13.0% |
| 3M | -19.5% | -40.1% | +20.6% | -12.4% |
| 6M | -31.9% | -56.1% | +24.3% | -22.3% |
| YTD | -11.0% | -41.8% | +30.8% | -4.9% |
| 1Y | -2.1% | -44.8% | +42.7% | +4.8% |
| 3Y | +1.4% | +20.6% | -19.2% | -13.6% |
| 5Y | +36.2% | +24.3% | +11.8% | +4.6% |
| 10Y | +206.4% | +639.1% | -432.7% | +33.7% |
| All | +67.8% | +2.3% | +65.6% | -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 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