-14.5%
XYL vs UEC
+289.3%
-303.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.4% | -0.8% |
| 7D | +0.8% | -0.2% | +1.0% | +0.9% |
| 30D | -10.8% | +1.9% | -12.8% | -11.2% |
| 3M | -2.5% | +8.9% | -11.5% | -3.9% |
| 6M | -12.2% | -14.5% | +2.3% | -12.0% |
| YTD | -20.1% | -0.7% | -19.4% | -21.6% |
| 1Y | -20.6% | -4.1% | -16.6% | -22.7% |
| 3Y | +17.3% | +148.9% | -131.6% | -1.8% |
| 5Y | -14.5% | +300.0% | -314.5% | -35.0% |
| All | -14.5% | +289.3% | -303.8% | -35.0% |
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