+338.6%
SPGI vs UEC
+631.2%
-292.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.9% | +4.6% | -0.9% |
| 7D | -0.8% | +4.9% | -5.8% | -1.3% |
| 30D | +14.3% | -17.5% | +31.7% | +15.9% |
| 3M | +14.5% | -40.1% | +54.6% | +18.9% |
| 6M | +17.3% | -56.1% | +73.4% | +24.2% |
| YTD | -4.6% | -41.8% | +37.2% | -2.8% |
| 1Y | +0.8% | -44.8% | +45.6% | +2.8% |
| 3Y | +28.8% | +20.6% | +8.2% | +15.4% |
| 5Y | +14.0% | +24.3% | -10.4% | -4.1% |
| All | +338.6% | +631.2% | -292.6% | +155.0% |
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