+883.4%
SGI vs UEC
+0.2%
+883.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.5% |
| 7D | -5.3% | -3.8% | -1.6% | -4.9% |
| 30D | -2.1% | -13.5% | +11.4% | -0.6% |
| 3M | -8.2% | -40.5% | +32.3% | -2.8% |
| 6M | -4.6% | -56.7% | +52.1% | +4.2% |
| YTD | -31.5% | -43.0% | +11.5% | -28.5% |
| 1Y | -30.8% | -42.5% | +11.7% | -28.3% |
| 3Y | +67.2% | +11.6% | +55.7% | +51.2% |
| 5Y | +42.5% | +21.8% | +20.7% | +19.5% |
| 10Y | +321.9% | +623.9% | -302.1% | +147.6% |
| All | +883.4% | +0.2% | +883.3% | +369.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling