+1,039.0%
SPGI vs UEC
+14.6%
+1,024.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +10.1% | -9.4% | -0.1% |
| 7D | -0.9% | +1.5% | -2.3% | -1.1% |
| 30D | +15.5% | -17.1% | +32.6% | +17.0% |
| 3M | +15.7% | -32.3% | +48.0% | +18.7% |
| 6M | +19.1% | -49.7% | +68.8% | +24.1% |
| YTD | -4.1% | -34.8% | +30.7% | -3.1% |
| 1Y | +1.2% | -37.5% | +38.7% | +2.2% |
| 3Y | +31.6% | +37.1% | -5.5% | +19.5% |
| 5Y | +12.4% | +44.3% | -31.9% | -2.9% |
| 10Y | +334.3% | +737.4% | -403.1% | +188.2% |
| All | +1,039.0% | +14.6% | +1,024.4% | +510.9% |
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