+110.6%
SPOT vs UEC
+273.6%
-163.0%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | +0.5% |
| 7D | -6.9% | -4.3% | -2.6% | -6.3% |
| 30D | +4.1% | -3.8% | +8.0% | +4.3% |
| 3M | +3.7% | +17.0% | -13.3% | 0.0% |
| 6M | -1.6% | -23.9% | +22.3% | +0.2% |
| YTD | -10.2% | -5.7% | -4.5% | -13.6% |
| 1Y | -25.9% | -12.5% | -13.4% | -29.2% |
| 3Y | +235.6% | +136.5% | +99.1% | +141.6% |
| 5Y | +110.6% | +243.3% | -132.7% | +26.5% |
| All | +110.6% | +273.6% | -163.0% | +26.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling