+928.6%
XBI vs UEC
+78.8%
+849.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.0% | -4.2% | -1.5% |
| 7D | -0.9% | +2.6% | -3.5% | -1.2% |
| 30D | +2.9% | +5.6% | -2.7% | +2.1% |
| 3M | +26.2% | -5.7% | +31.9% | +26.1% |
| 6M | +30.7% | -8.0% | +38.8% | +30.0% |
| YTD | +32.9% | +1.8% | +31.1% | +29.9% |
| 1Y | +72.3% | +0.6% | +71.7% | +66.8% |
| 3Y | +107.2% | +155.2% | -48.0% | +72.6% |
| 5Y | +23.2% | +305.8% | -282.6% | -7.0% |
| 10Y | +158.5% | +943.0% | -784.4% | +59.8% |
| All | +928.6% | +78.8% | +849.8% | +459.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling