+149.8%
VSXY vs UEC
+197.3%
-47.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.5% | +1.7% |
| 7D | -1.7% | -3.8% | +2.0% | -1.2% |
| 30D | +20.1% | -13.5% | +33.6% | +22.1% |
| 3M | +16.6% | -40.5% | +57.1% | +23.9% |
| 6M | +134.9% | -56.7% | +191.6% | +158.7% |
| YTD | +96.0% | -43.0% | +139.0% | +107.8% |
| 1Y | +203.8% | -42.5% | +246.3% | +220.0% |
| 3Y | +465.3% | +11.6% | +453.8% | +423.7% |
| 5Y | +106.3% | +21.8% | +84.6% | +81.3% |
| All | +149.8% | +197.3% | -47.5% | +119.0% |
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