+19.9%
XBI vs UEC
+198.6%
-178.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.2% | +4.8% | +0.4% |
| 7D | -4.6% | -9.4% | +4.8% | -3.2% |
| 30D | -2.0% | -8.0% | +6.0% | -0.9% |
| 3M | +17.8% | -1.7% | +19.5% | +17.4% |
| 6M | +23.7% | -26.1% | +49.9% | +27.0% |
| YTD | +28.2% | -10.5% | +38.8% | +26.3% |
| 1Y | +64.0% | -13.3% | +77.2% | +59.7% |
| 3Y | +99.4% | +116.4% | -17.0% | +50.9% |
| All | +19.9% | +198.6% | -178.7% | -24.1% |
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