+49.5%
VRTX vs UEC
+37.5%
+11.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +10.1% | -9.4% | +0.6% |
| 7D | -0.4% | +1.5% | -1.9% | -0.5% |
| 30D | +8.0% | -17.1% | +25.1% | +8.2% |
| 3M | +11.0% | -32.3% | +43.4% | +11.5% |
| 6M | +28.2% | -49.7% | +77.9% | +28.8% |
| YTD | +21.5% | -34.8% | +56.3% | +22.5% |
| 1Y | +34.5% | -37.5% | +72.1% | +35.6% |
| 3Y | +49.5% | +37.1% | +12.4% | +44.4% |
| All | +49.5% | +37.5% | +11.9% | +44.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling