+1,031.0%
SPGI vs UEC
+4.1%
+1,027.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.8% | -7.8% | -1.5% |
| 7D | +0.3% | -10.2% | +10.5% | +1.0% |
| 30D | +18.4% | -26.9% | +45.3% | +21.1% |
| 3M | +15.7% | -35.7% | +51.4% | +19.2% |
| 6M | +17.3% | -56.1% | +73.4% | +23.6% |
| YTD | -4.7% | -40.8% | +36.0% | -3.0% |
| 1Y | +1.8% | -43.4% | +45.2% | +3.7% |
| 3Y | +31.7% | +25.4% | +6.3% | +20.5% |
| 5Y | +12.1% | +51.1% | -39.0% | -3.6% |
| 10Y | +341.9% | +695.4% | -353.5% | +194.7% |
| All | +1,031.0% | +4.1% | +1,027.0% | +511.5% |
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