+494.6%
VRTX vs UEC
+623.0%
-128.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.2% |
| 7D | -0.4% | +0.6% | -0.9% | -0.5% |
| 30D | +7.9% | -18.1% | +26.0% | +9.2% |
| 3M | +3.3% | -36.9% | +40.2% | +6.2% |
| 6M | +25.7% | -56.1% | +81.8% | +31.8% |
| YTD | +20.7% | -38.1% | +58.8% | +22.6% |
| 1Y | +27.4% | -41.7% | +69.1% | +29.7% |
| 3Y | +46.4% | +28.2% | +18.2% | +34.7% |
| 5Y | +194.3% | +31.7% | +162.6% | +157.1% |
| 10Y | +494.6% | +685.9% | -191.3% | +298.5% |
| All | +494.6% | +623.0% | -128.4% | +298.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling