0.0%
W vs UEC
-44.4%
+44.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.9% | +2.2% | -2.3% |
| 7D | +1.1% | -5.2% | +6.2% | +2.1% |
| 30D | +6.4% | -22.0% | +28.4% | +12.3% |
| 3M | +9.0% | -37.0% | +46.0% | +20.2% |
| 6M | +69.8% | -52.7% | +122.5% | +91.7% |
| YTD | +12.1% | -38.6% | +50.7% | +22.5% |
| 1Y | 0.0% | -44.6% | +44.6% | +10.4% |
| All | 0.0% | -44.4% | +44.4% | +10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling