+17.9%
ZBH vs UEC
+616.1%
-598.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.8% | -1.1% |
| 7D | -2.3% | -3.8% | +1.5% | -2.0% |
| 30D | +12.5% | -13.5% | +26.0% | +13.5% |
| 3M | +3.9% | -40.5% | +44.4% | +7.7% |
| 6M | +25.4% | -56.7% | +82.1% | +32.4% |
| YTD | +15.7% | -43.0% | +58.7% | +18.1% |
| 1Y | +15.2% | -42.5% | +57.7% | +17.0% |
| 3Y | +0.3% | +11.6% | -11.2% | -8.4% |
| 5Y | -16.1% | +21.8% | -37.8% | -28.1% |
| All | +17.9% | +616.1% | -598.2% | -25.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling