-67.0%
SE vs UEC
+278.7%
-345.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.0% | -1.9% | +0.4% |
| 7D | +0.6% | +2.6% | -2.0% | 0.0% |
| 30D | -0.1% | +5.6% | -5.7% | -1.8% |
| 3M | +34.1% | -5.7% | +39.8% | +33.9% |
| 6M | +23.2% | -8.0% | +31.3% | +21.3% |
| YTD | -11.2% | +1.8% | -13.0% | -16.3% |
| 1Y | -40.5% | +0.6% | -41.1% | -45.4% |
| 3Y | +196.3% | +155.2% | +41.1% | +86.9% |
| 5Y | -67.0% | +305.8% | -372.8% | -84.1% |
| All | -67.0% | +278.7% | -345.7% | -84.1% |
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 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