+176.2%
SAP vs UEC
+933.9%
-757.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.0% | -4.7% | -2.0% |
| 7D | -0.3% | +2.6% | -2.8% | -0.5% |
| 30D | +2.6% | +5.6% | -3.0% | +1.9% |
| 3M | +16.3% | -5.7% | +22.0% | +16.1% |
| 6M | +6.4% | -8.0% | +14.4% | +5.6% |
| YTD | -11.4% | +1.8% | -13.2% | -13.6% |
| 1Y | -20.4% | +0.6% | -21.0% | -23.1% |
| 3Y | +56.5% | +155.2% | -98.6% | +31.5% |
| 5Y | +56.8% | +305.8% | -249.0% | +18.0% |
| 10Y | +176.2% | +943.0% | -766.8% | +72.1% |
| All | +176.2% | +933.9% | -757.7% | +72.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling