+673.5%
SNPS vs UEC
+631.2%
+42.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.9% | +6.1% | +0.9% |
| 7D | +5.1% | +4.9% | +0.1% | +4.3% |
| 30D | -6.4% | -17.5% | +11.0% | -4.1% |
| 3M | +12.2% | -40.1% | +52.4% | +19.6% |
| 6M | -9.8% | -56.1% | +46.3% | -0.9% |
| YTD | -1.5% | -41.8% | +40.3% | +3.1% |
| 1Y | +16.0% | -44.8% | +60.8% | +21.8% |
| 3Y | -10.8% | +20.6% | -31.4% | -20.6% |
| 5Y | +33.3% | +24.3% | +9.0% | +10.3% |
| All | +673.5% | +631.2% | +42.3% | +355.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling