+168.5%
XME vs UEC
+273.6%
-105.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.0% | +1.3% | -2.3% |
| 7D | -3.0% | -4.3% | +1.2% | -1.9% |
| 30D | -2.6% | -3.8% | +1.2% | -1.8% |
| 3M | +2.2% | +17.0% | -14.8% | -2.7% |
| 6M | +0.7% | -23.9% | +24.6% | +6.1% |
| YTD | +10.9% | -5.7% | +16.6% | +9.9% |
| 1Y | +35.7% | -12.5% | +48.2% | +34.7% |
| 3Y | +127.1% | +136.5% | -9.4% | +59.8% |
| 5Y | +168.5% | +243.3% | -74.8% | +59.3% |
| All | +168.5% | +273.6% | -105.1% | +59.3% |
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