+42.0%
SOFI vs UEC
+474.2%
-432.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.2% | +5.8% | +2.1% |
| 7D | -4.9% | -9.4% | +4.5% | -2.4% |
| 30D | -3.5% | -8.0% | +4.6% | -1.4% |
| 3M | +3.9% | -1.7% | +5.6% | +4.2% |
| 6M | -6.5% | -26.1% | +19.6% | -0.6% |
| YTD | -33.8% | -10.5% | -23.3% | -34.4% |
| 1Y | -33.3% | -13.3% | -20.0% | -34.4% |
| 3Y | +94.6% | +116.4% | -21.7% | +34.5% |
| 5Y | +13.3% | +225.5% | -212.3% | -36.4% |
| All | +42.0% | +474.2% | -432.2% | -36.5% |
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