+60.8%
SGI vs UEC
+156.3%
-95.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.0% | -3.5% | -0.7% |
| 7D | +9.3% | +2.6% | +6.7% | +9.0% |
| 30D | +6.9% | +5.6% | +1.3% | +6.0% |
| 3M | +2.8% | -5.7% | +8.6% | +2.5% |
| 6M | -12.6% | -8.0% | -4.6% | -13.0% |
| YTD | -21.5% | +1.8% | -23.3% | -22.9% |
| 1Y | -18.8% | +0.6% | -19.3% | -21.0% |
| 3Y | +60.8% | +155.2% | -94.3% | +33.1% |
| All | +60.8% | +156.3% | -95.4% | +33.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling