-48.8%
SE vs UEC
-46.3%
-2.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -4.9% | +9.3% | +5.3% |
| 7D | +6.7% | -13.8% | +20.5% | +9.5% |
| 30D | -17.2% | -23.1% | +5.9% | -13.5% |
| 3M | -28.0% | -31.5% | +3.5% | -23.5% |
| 6M | -6.1% | -51.5% | +45.4% | +4.3% |
| YTD | -37.1% | -38.4% | +1.3% | -38.0% |
| 1Y | -48.8% | -44.7% | -4.1% | -48.4% |
| All | -48.8% | -46.3% | -2.4% | -48.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling