+13.4%
YUM vs UEC
-46.3%
+59.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.9% | +10.8% | +5.8% |
| 7D | +10.8% | -13.8% | +24.5% | +10.4% |
| 30D | +21.4% | -23.1% | +44.5% | +20.7% |
| 3M | +13.2% | -31.5% | +44.7% | +12.1% |
| 6M | +8.8% | -51.5% | +60.3% | +6.8% |
| YTD | +11.5% | -38.4% | +50.0% | +10.4% |
| 1Y | +13.4% | -44.7% | +58.1% | +11.8% |
| All | +13.4% | -46.3% | +59.7% | +11.8% |
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