+108.9%
SAN vs UEC
+14.6%
+94.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +10.1% | -4.0% | +4.8% |
| 7D | +8.7% | +1.5% | +7.3% | +8.3% |
| 30D | -6.5% | -17.1% | +10.6% | -4.6% |
| 3M | -14.2% | -32.3% | +18.1% | -10.5% |
| 6M | +2.7% | -49.7% | +52.5% | +10.3% |
| YTD | +8.9% | -34.8% | +43.6% | +11.8% |
| 1Y | +23.4% | -37.5% | +60.9% | +26.8% |
| 3Y | +257.9% | +37.1% | +220.9% | +215.0% |
| 5Y | +297.8% | +44.3% | +253.4% | +224.5% |
| 10Y | +259.6% | +737.4% | -477.8% | +98.8% |
| All | +108.9% | +14.6% | +94.3% | -5.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling