+1,977.6%
SHW vs UEC
+8.7%
+1,968.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | +0.1% |
| 7D | -2.1% | +0.6% | -2.7% | -2.2% |
| 30D | +11.1% | -18.1% | +29.2% | +12.1% |
| 3M | -2.2% | -36.9% | +34.8% | 0.0% |
| 6M | +14.3% | -56.1% | +70.4% | +18.6% |
| YTD | +10.6% | -38.1% | +48.7% | +12.0% |
| 1Y | +4.1% | -41.7% | +45.8% | +5.5% |
| 3Y | +42.9% | +28.2% | +14.7% | +35.8% |
| 5Y | +14.2% | +31.7% | -17.5% | +5.3% |
| 10Y | +346.7% | +685.9% | -339.1% | +252.6% |
| All | +1,977.6% | +8.7% | +1,968.8% | +1,446.7% |
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