+608.1%
XLI vs UEC
+73.5%
+534.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.4% |
| 7D | -1.1% | -6.9% | +5.9% | -0.4% |
| 30D | -5.9% | +7.6% | -13.6% | -6.8% |
| 3M | -0.3% | -18.4% | +18.1% | +0.9% |
| 6M | +0.1% | -23.3% | +23.4% | +1.3% |
| YTD | +13.6% | -1.2% | +14.8% | +11.8% |
| 1Y | +17.2% | +2.3% | +14.9% | +13.9% |
| 3Y | +68.2% | +162.3% | -94.1% | +44.9% |
| 5Y | +80.7% | +287.2% | -206.5% | +42.7% |
| 10Y | +253.3% | +1,009.6% | -756.4% | +128.0% |
| All | +608.1% | +73.5% | +534.5% | +288.7% |
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