-2.1%
XRT vs UEC
+41.6%
-43.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +10.1% | -6.5% | +2.5% |
| 7D | +2.5% | +1.5% | +1.0% | +2.1% |
| 30D | +10.3% | -17.1% | +27.4% | +12.4% |
| 3M | +2.4% | -32.3% | +34.7% | +6.4% |
| 6M | +10.0% | -49.7% | +59.7% | +17.3% |
| YTD | +9.5% | -34.8% | +44.3% | +11.3% |
| 1Y | +17.2% | -37.5% | +54.7% | +19.1% |
| 3Y | +62.0% | +37.1% | +24.9% | +36.5% |
| 5Y | -2.1% | +44.3% | -46.4% | -26.2% |
| All | -2.1% | +41.6% | -43.7% | -26.2% |
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