+109.5%
SPG vs UEC
+631.2%
-521.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.9% | +5.5% | +0.2% |
| 7D | +3.1% | +4.9% | -1.8% | +2.4% |
| 30D | +16.4% | -17.5% | +33.9% | +18.6% |
| 3M | +7.1% | -40.1% | +47.2% | +12.7% |
| 6M | +16.1% | -56.1% | +72.2% | +25.4% |
| YTD | +30.4% | -41.8% | +72.2% | +33.7% |
| 1Y | +33.0% | -44.8% | +77.8% | +36.4% |
| 3Y | +134.6% | +20.6% | +114.1% | +102.7% |
| 5Y | +84.9% | +24.3% | +60.6% | +47.0% |
| All | +109.5% | +631.2% | -521.6% | +4.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling