+22.4%
VZ vs UEC
+23.6%
-1.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.9% | +5.8% | 0.0% |
| 7D | +0.9% | +4.9% | -4.0% | +0.8% |
| 30D | +6.9% | -17.5% | +24.4% | +7.2% |
| 3M | +0.6% | -40.1% | +40.8% | +1.4% |
| 6M | +0.3% | -56.1% | +56.4% | +1.7% |
| YTD | +21.9% | -41.8% | +63.7% | +22.0% |
| 1Y | +21.7% | -44.8% | +66.5% | +21.8% |
| 3Y | +58.5% | +20.6% | +37.9% | +50.5% |
| 5Y | +22.4% | +24.3% | -1.9% | +13.9% |
| All | +22.4% | +23.6% | -1.2% | +13.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling