+130.8%
SLB vs UEC
+274.7%
-143.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | +0.8% | -6.9% | +7.8% | +2.0% |
| 30D | +15.8% | +7.6% | +8.2% | +14.0% |
| 3M | -0.3% | -18.4% | +18.0% | +1.7% |
| 6M | +21.3% | -23.3% | +44.6% | +23.4% |
| YTD | +52.3% | -1.2% | +53.5% | +47.3% |
| 1Y | +63.6% | +2.3% | +61.3% | +53.8% |
| 3Y | +3.8% | +162.3% | -158.5% | -25.6% |
| All | +130.8% | +274.7% | -143.9% | +41.5% |
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