+244.3%
VIK vs UEC
-8.5%
+252.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.2% | +1.4% |
| 7D | +2.7% | -3.8% | +6.5% | +3.1% |
| 30D | +8.8% | -13.5% | +22.3% | +10.7% |
| 3M | -15.3% | -40.5% | +25.2% | -9.5% |
| 6M | +9.4% | -56.7% | +66.0% | +21.1% |
| YTD | +25.9% | -43.0% | +68.8% | +30.9% |
| 1Y | +51.0% | -42.5% | +93.5% | +55.9% |
| All | +244.3% | -8.5% | +252.8% | +193.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling