+493.9%
SO vs UEC
+7.8%
+486.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.9% | +6.0% | +0.3% |
| 7D | -0.1% | -5.2% | +5.1% | 0.0% |
| 30D | +8.7% | -22.0% | +30.7% | +9.3% |
| 3M | +3.4% | -37.0% | +40.4% | +4.5% |
| 6M | +3.7% | -52.7% | +56.4% | +5.5% |
| YTD | +10.0% | -38.6% | +48.7% | +10.7% |
| 1Y | +6.6% | -44.6% | +51.2% | +7.4% |
| 3Y | +52.5% | +27.1% | +25.4% | +47.6% |
| 5Y | +76.1% | +37.9% | +38.2% | +66.9% |
| 10Y | +194.9% | +631.6% | -436.8% | +153.3% |
| All | +493.9% | +7.8% | +486.1% | +396.2% |
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