+8.9%
SONY vs UEC
+293.2%
-284.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.1% | -0.1% |
| 7D | -4.9% | -0.2% | -4.7% | -4.9% |
| 30D | -1.6% | +1.9% | -3.5% | -2.1% |
| 3M | +10.0% | +8.9% | +1.1% | +8.2% |
| 6M | +8.4% | -14.5% | +22.9% | +8.6% |
| YTD | -8.4% | -0.7% | -7.8% | -10.4% |
| 1Y | -18.4% | -4.1% | -14.3% | -20.9% |
| 3Y | +41.0% | +148.9% | -108.0% | +16.9% |
| All | +8.9% | +293.2% | -284.3% | -18.7% |
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