+972.3%
SPGI vs UEC
+73.5%
+898.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.8% | -1.6% |
| 7D | +0.1% | -6.9% | +7.1% | +0.7% |
| 30D | +8.4% | +7.6% | +0.8% | +7.5% |
| 3M | +11.8% | -18.4% | +30.2% | +12.8% |
| 6M | +5.7% | -23.3% | +29.0% | +6.4% |
| YTD | -9.7% | -1.2% | -8.5% | -11.4% |
| 1Y | -12.5% | +2.3% | -14.8% | -15.2% |
| 3Y | +21.8% | +162.3% | -140.5% | +5.0% |
| 5Y | +8.2% | +287.2% | -279.1% | -14.2% |
| 10Y | +309.5% | +1,009.6% | -700.1% | +166.2% |
| All | +972.3% | +73.5% | +898.8% | +458.4% |
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 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