-16.3%
SOUN vs UEC
+156.3%
-172.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.0% | +1.9% | -1.4% |
| 7D | -6.8% | -4.3% | -2.6% | -5.5% |
| 30D | -15.2% | -3.8% | -11.4% | -14.5% |
| 3M | -7.0% | +17.0% | -23.9% | -12.3% |
| 6M | -20.5% | -23.9% | +3.4% | -15.4% |
| YTD | -37.0% | -5.7% | -31.4% | -38.1% |
| 1Y | -55.3% | -12.5% | -42.8% | -55.6% |
| 3Y | +173.0% | +136.5% | +36.6% | +87.5% |
| All | -16.3% | +156.3% | -172.5% | -42.4% |
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 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