-0.5%
SHOP vs UEC
+33.3%
-33.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.9% | +2.3% | -2.0% |
| 7D | +2.8% | -5.2% | +8.0% | +4.0% |
| 30D | -14.2% | -22.0% | +7.8% | -9.0% |
| 3M | -5.5% | -37.0% | +31.5% | +5.1% |
| 6M | +32.8% | -52.7% | +85.5% | +55.2% |
| YTD | -8.9% | -38.6% | +29.7% | -4.5% |
| 1Y | -7.7% | -44.6% | +36.9% | -1.3% |
| 3Y | +139.0% | +27.1% | +111.9% | +72.9% |
| 5Y | -0.5% | +37.9% | -38.4% | -44.2% |
| All | -0.5% | +33.3% | -33.8% | -44.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling