-7.6%
SNPS vs UEC
+37.5%
-45.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +10.1% | -6.5% | +2.3% |
| 7D | +0.2% | +1.5% | -1.3% | -0.1% |
| 30D | -8.4% | -17.1% | +8.6% | -6.4% |
| 3M | +12.3% | -32.3% | +44.6% | +17.6% |
| 6M | -9.6% | -49.7% | +40.2% | -2.7% |
| YTD | -0.6% | -34.8% | +34.2% | +2.8% |
| 1Y | +18.7% | -37.5% | +56.2% | +22.8% |
| 3Y | -7.6% | +37.1% | -44.6% | -19.3% |
| All | -7.6% | +37.5% | -45.1% | -19.3% |
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