-11.3%
SIRI vs UEC
+885.8%
-897.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.2% | +6.1% | +1.5% |
| 7D | +0.6% | -9.4% | +10.0% | +1.5% |
| 30D | +2.5% | -8.0% | +10.5% | +3.1% |
| 3M | +6.6% | -1.7% | +8.3% | +6.2% |
| 6M | +32.9% | -26.1% | +59.0% | +35.1% |
| YTD | +50.5% | -10.5% | +61.0% | +48.4% |
| 1Y | +28.0% | -13.3% | +41.2% | +25.2% |
| 3Y | -22.4% | +116.4% | -138.8% | -34.1% |
| 5Y | -41.3% | +225.5% | -266.8% | -55.5% |
| All | -11.3% | +885.8% | -897.1% | -49.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling