+10.9%
ZBRA vs UEC
-16.4%
+27.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.2% | +7.0% | +2.2% |
| 7D | -3.4% | -9.4% | +6.0% | -2.8% |
| 30D | -7.4% | -8.0% | +0.6% | -7.0% |
| 3M | +57.5% | -1.7% | +59.2% | +57.2% |
| 6M | +64.0% | -26.1% | +90.1% | +63.5% |
| YTD | +44.3% | -10.5% | +54.8% | +43.1% |
| 1Y | +10.9% | -13.3% | +24.2% | +7.2% |
| All | +10.9% | -16.4% | +27.3% | +7.2% |
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