-31.5%
XYL vs UEC
-46.3%
+14.8%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -4.9% | +9.9% | +5.2% |
| 7D | +14.5% | -13.8% | +28.3% | +15.4% |
| 30D | -1.3% | -23.1% | +21.8% | +0.4% |
| 3M | -17.0% | -31.5% | +14.6% | -14.8% |
| 6M | -11.3% | -51.5% | +40.2% | -6.9% |
| YTD | -25.0% | -38.4% | +13.5% | -24.0% |
| 1Y | -31.5% | -44.7% | +13.1% | -30.3% |
| All | -31.5% | -46.3% | +14.8% | -30.3% |
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 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