-62.1%
W vs UEC
+278.7%
-340.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.0% | -2.5% | -0.4% |
| 7D | +6.5% | +2.6% | +3.9% | +5.6% |
| 30D | -6.2% | +5.6% | -11.8% | -8.4% |
| 3M | +48.9% | -5.7% | +54.6% | +49.0% |
| 6M | +31.2% | -8.0% | +39.2% | +28.9% |
| YTD | -0.4% | +1.8% | -2.2% | -6.9% |
| 1Y | +14.8% | +0.6% | +14.2% | +4.6% |
| 3Y | +40.5% | +155.2% | -114.6% | -20.1% |
| 5Y | -62.1% | +305.8% | -367.9% | -82.2% |
| All | -62.1% | +278.7% | -340.8% | -82.2% |
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