-53.5%
SOUN vs UEC
+54.9%
-108.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -2.3% |
| 7D | -15.1% | -3.8% | -11.3% | -14.1% |
| 30D | -23.0% | -13.5% | -9.5% | -19.5% |
| 3M | -53.3% | -40.5% | -12.9% | -45.1% |
| 6M | -58.6% | -56.7% | -1.9% | -46.6% |
| YTD | -65.0% | -43.0% | -22.0% | -59.5% |
| 1Y | -71.4% | -42.5% | -28.9% | -67.2% |
| 3Y | +75.4% | +11.6% | +63.8% | +52.3% |
| All | -53.5% | +54.9% | -108.4% | -62.3% |
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