+106.9%
SPG vs UEC
+278.7%
-171.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.0% | -1.9% | +0.9% |
| 7D | 0.0% | +2.6% | -2.6% | -0.2% |
| 30D | -4.9% | +5.6% | -10.5% | -5.5% |
| 3M | +3.3% | -5.7% | +9.0% | +3.1% |
| 6M | +11.2% | -8.0% | +19.3% | +10.4% |
| YTD | +17.1% | +1.8% | +15.3% | +14.1% |
| 1Y | +21.6% | +0.6% | +21.0% | +17.2% |
| 3Y | +111.9% | +155.2% | -43.3% | +75.1% |
| 5Y | +106.9% | +305.8% | -198.9% | +57.5% |
| All | +106.9% | +278.7% | -171.7% | +57.5% |
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