+25.1%
XYZ vs UEC
-46.0%
+71.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.9% | +1.9% | -3.1% |
| 7D | -2.1% | +4.9% | -7.1% | -2.8% |
| 30D | +7.0% | -17.5% | +24.5% | +9.9% |
| 3M | +5.1% | -40.1% | +45.2% | +13.0% |
| 6M | +14.1% | -56.1% | +70.2% | +26.6% |
| YTD | +26.4% | -41.8% | +68.2% | +33.2% |
| 1Y | +25.1% | -44.8% | +69.9% | +31.1% |
| All | +25.1% | -46.0% | +71.1% | +31.1% |
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