-57.7%
Z vs UEC
-45.1%
-12.5%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.5% | +3.7% |
| 7D | +0.8% | -3.8% | +4.6% | +1.2% |
| 30D | +5.2% | -13.5% | +18.7% | +6.3% |
| 3M | -17.0% | -40.5% | +23.4% | -13.8% |
| 6M | -22.7% | -56.7% | +34.0% | -17.2% |
| YTD | -56.3% | -43.0% | -13.3% | -54.7% |
| 1Y | -57.7% | -42.5% | -15.1% | -56.0% |
| All | -57.7% | -45.1% | -12.5% | -56.0% |
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 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