+80.4%
XLI vs UEC
+273.6%
-193.2%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.0% | +4.3% | -0.2% |
| 7D | -2.3% | -4.3% | +2.0% | -1.9% |
| 30D | -8.2% | -3.8% | -4.3% | -8.0% |
| 3M | +0.8% | +17.0% | -16.2% | -1.2% |
| 6M | +0.8% | -23.9% | +24.7% | +2.1% |
| YTD | +10.5% | -5.7% | +16.2% | +9.1% |
| 1Y | +14.1% | -12.5% | +26.7% | +12.3% |
| 3Y | +68.6% | +136.5% | -67.9% | +44.3% |
| 5Y | +80.4% | +243.3% | -162.9% | +44.1% |
| All | +80.4% | +273.6% | -193.2% | +44.1% |
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