+313.6%
XLB vs UEC
+73.5%
+240.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -1.4% | -6.9% | +5.5% | -0.6% |
| 30D | -0.4% | +7.6% | -8.0% | -1.4% |
| 3M | +2.0% | -18.4% | +20.4% | +3.4% |
| 6M | +1.8% | -23.3% | +25.1% | +3.2% |
| YTD | +16.6% | -1.2% | +17.8% | +14.2% |
| 1Y | +16.9% | +2.3% | +14.6% | +12.8% |
| 3Y | +32.6% | +162.3% | -129.7% | +10.0% |
| 5Y | +35.6% | +287.2% | -251.6% | +1.0% |
| 10Y | +160.0% | +1,009.6% | -849.6% | +50.0% |
| All | +313.6% | +73.5% | +240.1% | +96.8% |
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