+483.2%
ZS vs UEC
+404.5%
+78.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | 0.0% |
| 7D | -2.6% | -3.8% | +1.1% | -2.1% |
| 30D | -12.8% | -13.5% | +0.7% | -11.0% |
| 3M | +2.3% | -40.5% | +42.8% | +10.5% |
| 6M | +26.3% | -56.7% | +82.9% | +41.7% |
| YTD | -14.4% | -43.0% | +28.6% | -10.8% |
| 1Y | -37.6% | -42.5% | +4.9% | -35.5% |
| 3Y | +8.0% | +11.6% | -3.5% | -9.1% |
| 5Y | -44.9% | +21.8% | -66.6% | -58.0% |
| All | +483.2% | +404.5% | +78.7% | +188.8% |
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