+458.8%
SO vs UEC
+73.5%
+385.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | -0.2% | -6.9% | +6.8% | 0.0% |
| 30D | -4.6% | +7.6% | -12.2% | -4.9% |
| 3M | -3.0% | -18.4% | +15.4% | -2.7% |
| 6M | -8.3% | -23.3% | +15.0% | -8.0% |
| YTD | +3.5% | -1.2% | +4.7% | +2.8% |
| 1Y | -0.9% | +2.3% | -3.2% | -2.0% |
| 3Y | +45.4% | +162.3% | -116.9% | +37.7% |
| 5Y | +59.6% | +287.2% | -227.6% | +46.5% |
| 10Y | +156.6% | +1,009.6% | -853.0% | +117.9% |
| All | +458.8% | +73.5% | +385.3% | +361.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling