+295.5%
SPGI vs UEC
+933.9%
-638.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.0% | -6.2% | -3.5% |
| 7D | -2.5% | +2.6% | -5.1% | -2.7% |
| 30D | +5.4% | +5.6% | -0.2% | +4.6% |
| 3M | +9.0% | -5.7% | +14.8% | +8.8% |
| 6M | +0.8% | -8.0% | +8.8% | -0.1% |
| YTD | -12.6% | +1.8% | -14.4% | -14.8% |
| 1Y | -16.1% | +0.6% | -16.7% | -19.1% |
| 3Y | +19.0% | +155.2% | -136.2% | -0.5% |
| 5Y | +5.1% | +305.8% | -300.7% | -21.9% |
| 10Y | +295.5% | +943.0% | -647.5% | +121.8% |
| All | +295.5% | +933.9% | -638.5% | +121.8% |
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