+27.4%
VRTX vs UEC
-42.8%
+70.2%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +9.0% |
| 3M | +3.3% | -36.9% | +40.2% | +5.7% |
| 6M | +25.7% | -56.1% | +81.8% | +31.1% |
| YTD | +20.7% | -38.1% | +58.8% | +23.9% |
| 1Y | +27.4% | -41.7% | +69.1% | +30.5% |
| All | +27.4% | -42.8% | +70.2% | +30.5% |
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 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