+5.1%
W vs UEC
-45.1%
+50.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +0.9% |
| 7D | +0.2% | -3.8% | +3.9% | +1.0% |
| 30D | +6.8% | -13.5% | +20.3% | +10.1% |
| 3M | +10.7% | -40.5% | +51.2% | +23.5% |
| 6M | +86.3% | -56.7% | +143.0% | +114.1% |
| YTD | +11.5% | -43.0% | +54.4% | +25.3% |
| 1Y | +5.1% | -42.5% | +47.6% | +17.7% |
| All | +5.1% | -45.1% | +50.2% | +17.7% |
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