+348.8%
SPG vs UEC
+73.5%
+275.3%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -1.0% |
| 7D | -2.4% | -6.9% | +4.5% | -1.7% |
| 30D | -6.8% | +7.6% | -14.5% | -7.7% |
| 3M | +2.7% | -18.4% | +21.1% | +3.7% |
| 6M | +5.5% | -23.3% | +28.7% | +6.3% |
| YTD | +15.7% | -1.2% | +16.9% | +13.0% |
| 1Y | +20.9% | +2.3% | +18.6% | +16.3% |
| 3Y | +112.4% | +162.3% | -49.9% | +78.8% |
| 5Y | +101.4% | +287.2% | -185.9% | +54.3% |
| 10Y | +60.6% | +1,009.6% | -949.0% | +0.6% |
| All | +348.8% | +73.5% | +275.3% | +121.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling