+139.0%
SN vs UEC
-44.4%
+183.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.9% | +4.6% | -0.6% |
| 7D | +7.6% | -5.2% | +12.7% | +8.1% |
| 30D | +22.4% | -22.0% | +44.4% | +25.8% |
| 3M | +21.7% | -37.0% | +58.7% | +28.2% |
| 6M | +102.8% | -52.7% | +155.5% | +119.4% |
| YTD | +102.4% | -38.6% | +141.0% | +107.3% |
| 1Y | +139.0% | -44.6% | +183.6% | +146.0% |
| All | +139.0% | -44.4% | +183.3% | +146.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling