-16.1%
SPGI vs UEC
+5.5%
-21.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.0% | -6.2% | -3.1% |
| 7D | -2.5% | +2.6% | -5.1% | -2.4% |
| 30D | +5.4% | +5.6% | -0.2% | +5.5% |
| 3M | +9.0% | -5.7% | +14.8% | +9.2% |
| 6M | +0.8% | -8.0% | +8.8% | +1.1% |
| YTD | -12.6% | +1.8% | -14.4% | -11.3% |
| 1Y | -16.1% | +0.6% | -16.7% | -15.4% |
| All | -16.1% | +5.5% | -21.6% | -15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling