+450.0%
SN vs UEC
+18.1%
+431.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.1% | +4.9% | +3.1% |
| 7D | +1.5% | -3.8% | +5.3% | +2.0% |
| 30D | +21.5% | -13.5% | +35.0% | +23.4% |
| 3M | +20.0% | -40.5% | +60.5% | +27.3% |
| 6M | +119.9% | -56.7% | +176.6% | +140.5% |
| YTD | +102.3% | -43.0% | +145.3% | +110.4% |
| 1Y | +148.0% | -42.5% | +190.5% | +156.3% |
| 3Y | +450.0% | +11.6% | +438.4% | +376.2% |
| All | +450.0% | +18.1% | +431.9% | +376.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling