+1,681.6%
VRTX vs UEC
+14.6%
+1,667.0%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +10.1% | -9.4% | -0.1% |
| 7D | -0.4% | +1.5% | -1.9% | -0.6% |
| 30D | +8.0% | -17.1% | +25.1% | +9.3% |
| 3M | +11.0% | -32.3% | +43.4% | +13.9% |
| 6M | +28.2% | -49.7% | +77.9% | +33.4% |
| YTD | +21.5% | -34.8% | +56.3% | +23.1% |
| 1Y | +34.5% | -37.5% | +72.1% | +36.3% |
| 3Y | +49.5% | +37.1% | +12.4% | +37.0% |
| 5Y | +188.3% | +44.3% | +144.0% | +151.1% |
| 10Y | +493.1% | +737.4% | -244.3% | +296.9% |
| All | +1,681.6% | +14.6% | +1,667.0% | +869.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling