+33.8%
SOLS vs UEC
-24.6%
+58.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.0% | -1.8% | +0.6% |
| 7D | +4.5% | +2.6% | +1.9% | +4.0% |
| 30D | +6.0% | +5.6% | +0.4% | +3.5% |
| 3M | -19.7% | -5.7% | -14.0% | -20.4% |
| 6M | -10.4% | -8.0% | -2.3% | -11.4% |
| YTD | +33.3% | +1.8% | +31.5% | +29.0% |
| All | +33.8% | -24.6% | +58.3% | +35.4% |
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