+32.8%
SPG vs UEC
-45.1%
+77.9%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | -0.3% |
| 7D | +2.0% | -3.8% | +5.7% | +2.0% |
| 30D | +17.2% | -13.5% | +30.8% | +17.0% |
| 3M | +6.3% | -40.5% | +46.8% | +5.6% |
| 6M | +18.7% | -56.7% | +75.4% | +18.0% |
| YTD | +30.1% | -43.0% | +73.1% | +28.4% |
| 1Y | +32.8% | -42.5% | +75.3% | +31.1% |
| All | +32.8% | -45.1% | +77.9% | +31.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling