+407.9%
SPG vs UEC
+7.8%
+400.1%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.9% | +6.5% | +1.2% |
| 7D | +5.6% | -5.2% | +10.7% | +6.0% |
| 30D | +17.6% | -22.0% | +39.6% | +20.0% |
| 3M | +7.5% | -37.0% | +44.5% | +11.5% |
| 6M | +18.5% | -52.7% | +71.2% | +25.1% |
| YTD | +30.9% | -38.6% | +69.5% | +33.2% |
| 1Y | +34.1% | -44.6% | +78.7% | +37.2% |
| 3Y | +135.5% | +27.1% | +108.4% | +112.3% |
| 5Y | +86.5% | +37.9% | +48.6% | +58.3% |
| 10Y | +116.1% | +631.6% | -515.6% | +40.4% |
| All | +407.9% | +7.8% | +400.1% | +160.5% |
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 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