+183.9%
SSNC vs UEC
+616.1%
-432.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.2% | +0.4% |
| 7D | +2.3% | -3.8% | +6.1% | +2.6% |
| 30D | -3.1% | -13.5% | +10.4% | -2.0% |
| 3M | -2.7% | -40.5% | +37.7% | +1.4% |
| 6M | +23.7% | -56.7% | +80.4% | +31.8% |
| YTD | -8.0% | -43.0% | +34.9% | -6.0% |
| 1Y | -4.7% | -42.5% | +37.8% | -3.0% |
| 3Y | +58.0% | +11.6% | +46.4% | +42.1% |
| 5Y | +8.0% | +21.8% | -13.8% | -9.7% |
| All | +183.9% | +616.1% | -432.2% | +60.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling