+17.7%
SIRI vs UEC
+74.4%
-56.7%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.7% |
| 7D | -3.9% | -0.2% | -3.7% | -3.9% |
| 30D | -0.8% | +1.9% | -2.8% | -1.2% |
| 3M | +4.3% | +8.9% | -4.6% | +2.7% |
| 6M | +34.1% | -14.5% | +48.5% | +34.2% |
| YTD | +47.3% | -0.7% | +48.0% | +43.9% |
| 1Y | +22.9% | -4.1% | +27.0% | +19.2% |
| 3Y | -24.6% | +148.9% | -173.5% | -36.2% |
| 5Y | -43.2% | +300.0% | -343.2% | -57.1% |
| 10Y | -12.3% | +994.3% | -1,006.6% | -47.8% |
| All | +17.7% | +74.4% | -56.7% | -38.3% |
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