+8,524.1%
SHOP vs UEC
+175.8%
+8,348.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.9% | +2.3% | -2.4% |
| 7D | +2.8% | -5.2% | +8.0% | +3.7% |
| 30D | -14.2% | -22.0% | +7.8% | -10.1% |
| 3M | -5.5% | -37.0% | +31.5% | +2.7% |
| 6M | +32.8% | -52.7% | +85.5% | +49.9% |
| YTD | -8.9% | -38.6% | +29.7% | -4.7% |
| 1Y | -7.7% | -44.6% | +36.9% | -2.0% |
| 3Y | +139.0% | +27.1% | +111.9% | +98.4% |
| 5Y | -0.5% | +37.9% | -38.4% | -24.6% |
| 10Y | +3,557.0% | +631.6% | +2,925.4% | +1,614.2% |
| All | +8,524.1% | +175.8% | +8,348.3% | +4,448.6% |
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