+226.1%
VSAT vs UEC
+156.3%
+69.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.0% | +0.2% | +2.2% |
| 7D | +17.3% | +2.6% | +14.7% | +16.3% |
| 30D | -3.3% | +5.6% | -8.9% | -5.3% |
| 3M | +18.7% | -5.7% | +24.4% | +19.1% |
| 6M | +77.6% | -8.0% | +85.6% | +77.2% |
| YTD | +125.6% | +1.8% | +123.8% | +120.9% |
| 1Y | +158.3% | +0.6% | +157.7% | +149.1% |
| 3Y | +226.1% | +155.2% | +71.0% | +160.1% |
| All | +226.1% | +156.3% | +69.9% | +160.1% |
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