+387.3%
SAN vs UEC
+278.7%
+108.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.0% | -3.5% | -0.8% |
| 7D | +3.3% | +2.6% | +0.7% | +3.0% |
| 30D | +1.1% | +5.6% | -4.5% | +0.2% |
| 3M | +22.2% | -5.7% | +27.9% | +22.0% |
| 6M | +36.0% | -8.0% | +44.1% | +35.3% |
| YTD | +28.2% | +1.8% | +26.4% | +25.4% |
| 1Y | +54.1% | +0.6% | +53.5% | +49.4% |
| 3Y | +354.2% | +155.2% | +199.1% | +277.4% |
| 5Y | +387.3% | +305.8% | +81.5% | +269.2% |
| All | +387.3% | +278.7% | +108.6% | +269.2% |
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