+660.9%
SNPS vs UEC
+616.1%
+44.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.4% | -1.3% |
| 7D | +1.1% | -3.8% | +4.8% | +1.5% |
| 30D | -5.2% | -13.5% | +8.4% | -3.4% |
| 3M | +10.6% | -40.5% | +51.0% | +17.9% |
| 6M | -10.6% | -56.7% | +46.0% | -1.5% |
| YTD | -3.1% | -43.0% | +39.9% | +1.7% |
| 1Y | +15.6% | -42.5% | +58.1% | +20.7% |
| 3Y | -12.9% | +11.6% | -24.5% | -21.6% |
| 5Y | +31.2% | +21.8% | +9.4% | +8.8% |
| All | +660.9% | +616.1% | +44.8% | +348.9% |
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