+911.4%
SGI vs UEC
+8.7%
+902.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.6% |
| 7D | -10.5% | +0.6% | -11.0% | -10.7% |
| 30D | +0.1% | -18.1% | +18.3% | +2.3% |
| 3M | -4.0% | -36.9% | +32.9% | +0.9% |
| 6M | -5.6% | -56.1% | +50.5% | +2.8% |
| YTD | -29.5% | -38.1% | +8.6% | -27.3% |
| 1Y | -31.5% | -41.7% | +10.2% | -29.1% |
| 3Y | +71.6% | +28.2% | +43.4% | +52.5% |
| 5Y | +50.5% | +31.7% | +18.8% | +25.0% |
| 10Y | +333.9% | +685.9% | -352.0% | +152.1% |
| All | +911.4% | +8.7% | +902.7% | +378.3% |
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