+27.7%
ZBRA vs UEC
-46.3%
+74.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.9% | +5.8% | +1.5% |
| 7D | -13.6% | -13.8% | +0.2% | -12.0% |
| 30D | -11.5% | -23.1% | +11.6% | -8.8% |
| 3M | -9.9% | -31.5% | +21.7% | -6.2% |
| 6M | +48.6% | -51.5% | +100.1% | +57.2% |
| YTD | +36.9% | -38.4% | +75.3% | +34.3% |
| 1Y | +27.7% | -44.7% | +72.4% | +26.1% |
| All | +27.7% | -46.3% | +74.0% | +26.1% |
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