+372.3%
SRE vs UEC
+0.2%
+372.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +0.8% |
| 7D | +1.8% | -3.8% | +5.5% | +1.9% |
| 30D | -3.0% | -13.5% | +10.5% | -2.4% |
| 3M | -7.3% | -40.5% | +33.2% | -5.0% |
| 6M | -11.9% | -56.7% | +44.8% | -8.6% |
| YTD | -7.9% | -43.0% | +35.1% | -6.5% |
| 1Y | -11.1% | -42.5% | +31.4% | -10.0% |
| 3Y | +24.8% | +11.6% | +13.2% | +18.8% |
| 5Y | +52.4% | +21.8% | +30.6% | +39.9% |
| 10Y | +127.9% | +623.9% | -496.0% | +76.8% |
| All | +372.3% | +0.2% | +372.2% | +240.0% |
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