-39.6%
ZS vs UEC
+273.6%
-313.2%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.0% | +3.4% | -0.6% |
| 7D | -8.1% | -4.3% | -3.8% | -7.3% |
| 30D | -8.4% | -3.8% | -4.6% | -8.0% |
| 3M | +31.1% | +17.0% | +14.1% | +25.8% |
| 6M | +4.4% | -23.9% | +28.3% | +6.5% |
| YTD | -27.3% | -5.7% | -21.7% | -30.9% |
| 1Y | -41.4% | -12.5% | -28.8% | -44.7% |
| 3Y | +1.7% | +136.5% | -134.8% | -35.1% |
| 5Y | -39.6% | +243.3% | -282.9% | -68.5% |
| All | -39.6% | +273.6% | -313.2% | -68.5% |
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