+27.6%
SOLS vs UEC
-30.1%
+57.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.0% | +2.3% | -1.6% |
| 7D | +0.3% | -4.3% | +4.6% | +1.2% |
| 30D | +0.9% | -3.8% | +4.7% | +0.5% |
| 3M | -20.7% | +17.0% | -37.6% | -24.9% |
| 6M | -17.7% | -23.9% | +6.2% | -15.8% |
| YTD | +27.1% | -5.7% | +32.8% | +25.1% |
| All | +27.6% | -30.1% | +57.7% | +31.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling