-11.0%
SHOP vs UEC
-8.9%
-2.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.9% | +0.5% |
| 7D | -13.2% | -4.3% | -9.0% | -12.8% |
| 30D | -17.0% | -3.8% | -13.2% | -16.8% |
| 3M | +17.0% | +17.0% | 0.0% | +14.4% |
| 6M | -2.1% | -23.9% | +21.8% | -0.7% |
| YTD | -21.4% | -5.7% | -15.7% | -23.9% |
| 1Y | -11.0% | -12.5% | +1.6% | -13.0% |
| All | -11.0% | -8.9% | -2.1% | -13.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling