+188.0%
SOUN vs UEC
+146.8%
+41.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.1% | -0.4% |
| 7D | -4.4% | -0.2% | -4.3% | -4.4% |
| 30D | -13.1% | +1.9% | -15.1% | -14.3% |
| 3M | -7.7% | +8.9% | -16.6% | -11.5% |
| 6M | -21.2% | -14.5% | -6.7% | -19.5% |
| YTD | -35.0% | -0.7% | -34.3% | -37.7% |
| 1Y | -56.4% | -4.1% | -52.3% | -58.4% |
| All | +188.0% | +146.8% | +41.2% | +91.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling