-39.6%
ZBRA vs UEC
+198.6%
-238.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.2% | +7.0% | +2.6% |
| 7D | -3.4% | -9.4% | +6.0% | -2.1% |
| 30D | -7.4% | -8.0% | +0.6% | -6.6% |
| 3M | +57.5% | -1.7% | +59.2% | +56.9% |
| 6M | +64.0% | -26.1% | +90.1% | +67.7% |
| YTD | +44.3% | -10.5% | +54.8% | +41.4% |
| 1Y | +10.9% | -13.3% | +24.2% | +7.0% |
| 3Y | +37.5% | +116.4% | -78.8% | +5.5% |
| All | -39.6% | +198.6% | -238.2% | -59.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling