+954.5%
SEI vs UEC
+273.6%
+680.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -5.0% | -0.2% | -3.7% |
| 7D | +20.7% | -4.3% | +24.9% | +22.4% |
| 30D | +9.1% | -3.8% | +13.0% | +9.8% |
| 3M | -6.0% | +17.0% | -23.0% | -10.4% |
| 6M | +18.9% | -23.9% | +42.8% | +25.5% |
| YTD | +40.1% | -5.7% | +45.8% | +37.9% |
| 1Y | +120.6% | -12.5% | +133.2% | +119.3% |
| 3Y | +562.1% | +136.5% | +425.7% | +378.1% |
| 5Y | +954.5% | +243.3% | +711.2% | +549.9% |
| All | +954.5% | +273.6% | +680.9% | +549.9% |
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