+8,680.0%
SHOP vs UEC
+178.1%
+8,501.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.6% |
| 7D | -2.5% | +0.6% | -3.0% | -2.6% |
| 30D | -16.7% | -18.1% | +1.4% | -13.6% |
| 3M | -2.2% | -36.9% | +34.7% | +6.3% |
| 6M | +45.6% | -56.1% | +101.7% | +67.2% |
| YTD | -7.3% | -38.1% | +30.8% | -3.2% |
| 1Y | -6.1% | -41.7% | +35.6% | -1.3% |
| 3Y | +143.3% | +28.2% | +115.1% | +101.7% |
| 5Y | +0.2% | +31.7% | -31.5% | -23.5% |
| 10Y | +3,663.5% | +685.9% | +2,977.6% | +1,643.5% |
| All | +8,680.0% | +178.1% | +8,501.9% | +4,523.2% |
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 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