+554.0%
XYZ vs UEC
+529.1%
+24.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.8% | -5.1% | +0.1% |
| 7D | +12.1% | -10.2% | +22.4% | +14.6% |
| 30D | +12.4% | -26.9% | +39.3% | +20.1% |
| 3M | +8.2% | -35.7% | +43.9% | +18.3% |
| 6M | +20.7% | -56.1% | +76.8% | +41.6% |
| YTD | +31.3% | -40.8% | +72.1% | +40.0% |
| 1Y | +20.5% | -43.4% | +63.9% | +28.7% |
| 3Y | +72.6% | +25.4% | +47.3% | +38.5% |
| 5Y | -64.0% | +51.1% | -115.1% | -74.3% |
| 10Y | +601.8% | +695.4% | -93.6% | +200.9% |
| All | +554.0% | +529.1% | +24.9% | +179.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling