+493.4%
SO vs UEC
+14.6%
+478.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +10.1% | -8.8% | +1.0% |
| 7D | -1.1% | +1.5% | -2.6% | -1.2% |
| 30D | +8.6% | -17.1% | +25.7% | +9.1% |
| 3M | +1.8% | -32.3% | +34.1% | +2.7% |
| 6M | +3.6% | -49.7% | +53.4% | +5.2% |
| YTD | +9.9% | -34.8% | +44.7% | +10.4% |
| 1Y | +5.7% | -37.5% | +43.2% | +6.1% |
| 3Y | +52.5% | +37.1% | +15.4% | +47.3% |
| 5Y | +77.3% | +44.3% | +33.0% | +67.9% |
| 10Y | +186.8% | +737.4% | -550.6% | +145.6% |
| All | +493.4% | +14.6% | +478.8% | +395.0% |
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 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