-0.7%
XRT vs UEC
+278.7%
-279.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.0% | -5.2% | -2.5% |
| 7D | -0.3% | +2.6% | -2.8% | -0.6% |
| 30D | -5.6% | +5.6% | -11.2% | -6.5% |
| 3M | +2.5% | -5.7% | +8.3% | +2.3% |
| 6M | +3.7% | -8.0% | +11.7% | +2.7% |
| YTD | +1.0% | +1.8% | -0.8% | -2.2% |
| 1Y | -1.2% | +0.6% | -1.8% | -5.5% |
| 3Y | +43.4% | +155.2% | -111.8% | +12.2% |
| 5Y | -0.7% | +305.8% | -306.5% | -30.9% |
| All | -0.7% | +278.7% | -279.4% | -30.9% |
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 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