-79.5%
SPXS vs UEC
+146.8%
-226.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.4% | +3.9% | +0.9% |
| 7D | +1.2% | -0.2% | +1.4% | +1.2% |
| 30D | +5.2% | +1.9% | +3.2% | +6.2% |
| 3M | -9.2% | +8.9% | -18.1% | -5.3% |
| 6M | -29.6% | -14.5% | -15.1% | -28.5% |
| YTD | -27.6% | -0.7% | -26.9% | -22.5% |
| 1Y | -36.7% | -4.1% | -32.7% | -31.0% |
| All | -79.5% | +146.8% | -226.3% | -67.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling