+369.0%
SRE vs UEC
+2.3%
+366.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.9% | +6.9% | +1.3% |
| 7D | -1.1% | +4.9% | -6.0% | -1.4% |
| 30D | -4.1% | -17.5% | +13.4% | -3.3% |
| 3M | -7.3% | -40.1% | +32.8% | -5.1% |
| 6M | -14.1% | -56.1% | +42.0% | -11.0% |
| YTD | -8.5% | -41.8% | +33.3% | -7.2% |
| 1Y | -12.0% | -44.8% | +32.8% | -10.7% |
| 3Y | +23.4% | +20.6% | +2.8% | +16.9% |
| 5Y | +51.3% | +24.3% | +27.0% | +38.8% |
| 10Y | +126.3% | +639.1% | -512.9% | +75.3% |
| All | +369.0% | +2.3% | +366.7% | +237.3% |
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