-62.4%
ZTS vs UEC
+289.3%
-351.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.2% |
| 7D | -3.8% | -0.2% | -3.6% | -3.8% |
| 30D | -2.0% | +1.9% | -4.0% | -2.2% |
| 3M | -10.2% | +8.9% | -19.1% | -10.9% |
| 6M | -39.4% | -14.5% | -25.0% | -39.5% |
| YTD | -40.8% | -0.7% | -40.1% | -41.6% |
| 1Y | -50.1% | -4.1% | -46.1% | -51.1% |
| 3Y | -58.9% | +148.9% | -207.8% | -63.9% |
| 5Y | -62.4% | +300.0% | -362.4% | -68.8% |
| All | -62.4% | +289.3% | -351.6% | -68.8% |
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 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