+1,666.2%
VRTX vs UEC
+73.5%
+1,592.7%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.1% |
| 7D | +0.8% | -6.9% | +7.8% | +1.4% |
| 30D | +12.6% | +7.6% | +5.0% | +11.9% |
| 3M | +23.6% | -18.4% | +42.0% | +24.8% |
| 6M | +14.3% | -23.3% | +37.5% | +15.2% |
| YTD | +20.5% | -1.2% | +21.7% | +18.7% |
| 1Y | +37.6% | +2.3% | +35.3% | +34.1% |
| 3Y | +55.5% | +162.3% | -106.7% | +35.6% |
| 5Y | +175.7% | +287.2% | -111.5% | +121.0% |
| 10Y | +474.2% | +1,009.6% | -535.4% | +277.3% |
| All | +1,666.2% | +73.5% | +1,592.7% | +834.0% |
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