+319.5%
XLB vs UEC
+14.6%
+304.9%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +10.1% | -8.2% | +0.8% |
| 7D | -1.4% | +1.5% | -2.8% | -1.6% |
| 30D | +7.1% | -17.1% | +24.2% | +9.0% |
| 3M | +0.6% | -32.3% | +32.9% | +4.4% |
| 6M | +3.5% | -49.7% | +53.2% | +9.9% |
| YTD | +18.2% | -34.8% | +53.0% | +20.8% |
| 1Y | +25.6% | -37.5% | +63.1% | +28.3% |
| 3Y | +46.7% | +37.1% | +9.6% | +30.8% |
| 5Y | +30.9% | +44.3% | -13.4% | +9.3% |
| 10Y | +167.7% | +737.4% | -569.6% | +59.0% |
| All | +319.5% | +14.6% | +304.9% | +108.0% |
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