+15.0%
SHW vs UEC
+278.7%
-263.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.0% | -5.3% | -2.5% |
| 7D | -1.2% | +2.6% | -3.8% | -1.3% |
| 30D | -11.6% | +5.6% | -17.2% | -12.0% |
| 3M | +9.1% | -5.7% | +14.8% | +9.0% |
| 6M | -0.7% | -8.0% | +7.4% | -1.0% |
| YTD | +1.4% | +1.8% | -0.4% | 0.0% |
| 1Y | -12.3% | +0.6% | -12.9% | -13.9% |
| 3Y | +23.4% | +155.2% | -131.8% | +11.0% |
| 5Y | +15.0% | +305.8% | -290.8% | -2.0% |
| All | +15.0% | +278.7% | -263.7% | -2.0% |
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 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