+42.0%
SOFI vs UEC
+537.4%
-495.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.4% | -1.3% | -3.1% |
| 7D | -2.9% | -0.2% | -2.7% | -2.8% |
| 30D | -4.4% | +1.9% | -6.3% | -4.9% |
| 3M | +5.2% | +8.9% | -3.7% | +2.4% |
| 6M | -7.8% | -14.5% | +6.7% | -5.9% |
| YTD | -33.8% | -0.7% | -33.1% | -36.1% |
| 1Y | -33.3% | -4.1% | -29.2% | -36.2% |
| 3Y | +102.7% | +148.9% | -46.2% | +34.8% |
| 5Y | +10.5% | +300.0% | -289.5% | -40.8% |
| All | +42.0% | +537.4% | -495.3% | -38.2% |
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