+30.1%
VIK vs UEC
-16.4%
+46.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.2% | +6.4% | +1.8% |
| 7D | -0.9% | -9.4% | +8.5% | +0.2% |
| 30D | -18.4% | -8.0% | -10.4% | -17.8% |
| 3M | -8.8% | -1.7% | -7.1% | -9.1% |
| 6M | +17.1% | -26.1% | +43.3% | +18.6% |
| YTD | +19.0% | -10.5% | +29.6% | +17.4% |
| 1Y | +30.1% | -13.3% | +43.4% | +28.0% |
| All | +30.1% | -16.4% | +46.5% | +28.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling