+20.7%
XLK vs UEC
-46.3%
+67.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +4.9% | +0.9% |
| 7D | -7.6% | -13.8% | +6.2% | -5.0% |
| 30D | -12.2% | -23.1% | +10.9% | -8.1% |
| 3M | -5.5% | -31.5% | +26.1% | +0.4% |
| 6M | +9.2% | -51.5% | +60.7% | +20.9% |
| YTD | +23.0% | -38.4% | +61.5% | +29.2% |
| 1Y | +20.7% | -44.7% | +65.4% | +27.9% |
| All | +20.7% | -46.3% | +67.1% | +27.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling