+2,989.4%
SHOP vs UEC
+908.7%
+2,080.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.4% | -3.0% | -5.0% |
| 7D | -10.6% | -0.2% | -10.5% | -10.6% |
| 30D | -18.3% | +1.9% | -20.2% | -18.9% |
| 3M | +14.8% | +8.9% | +5.9% | +11.5% |
| 6M | -5.0% | -14.5% | +9.4% | -4.9% |
| YTD | -21.2% | -0.7% | -20.5% | -24.9% |
| 1Y | -11.6% | -4.1% | -7.6% | -16.6% |
| 3Y | +101.2% | +148.9% | -47.7% | +44.4% |
| 5Y | -15.7% | +300.0% | -315.7% | -48.0% |
| 10Y | +2,989.4% | +994.3% | +1,995.1% | +1,331.4% |
| All | +2,989.4% | +908.7% | +2,080.7% | +1,331.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling