+398.8%
SN vs UEC
+19.3%
+379.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.8% | -4.1% | +1.8% |
| 7D | +7.2% | -10.2% | +17.4% | +8.5% |
| 30D | +20.4% | -26.9% | +47.3% | +24.8% |
| 3M | +23.9% | -35.7% | +59.6% | +30.2% |
| 6M | +93.0% | -56.1% | +149.2% | +110.6% |
| YTD | +99.2% | -40.8% | +140.0% | +106.3% |
| 1Y | +142.6% | -43.4% | +186.0% | +151.4% |
| 3Y | +398.8% | +25.4% | +373.4% | +328.5% |
| All | +398.8% | +19.3% | +379.5% | +328.5% |
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 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