+0.6%
ZS vs UEC
+146.8%
-146.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.4% | +5.0% | +2.8% |
| 7D | -3.8% | -0.2% | -3.7% | -3.9% |
| 30D | -6.0% | +1.9% | -7.9% | -6.2% |
| 3M | +32.0% | +8.9% | +23.1% | +30.8% |
| 6M | +2.1% | -14.5% | +16.6% | +2.1% |
| YTD | -26.2% | -0.7% | -25.5% | -27.9% |
| 1Y | -41.2% | -4.1% | -37.1% | -43.0% |
| All | +0.6% | +146.8% | -146.2% | -12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling