+57.7%
SSNC vs UEC
+20.6%
+37.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.9% | +5.9% | +0.1% |
| 7D | +1.4% | +4.9% | -3.6% | +1.2% |
| 30D | -2.6% | -17.5% | +14.8% | -2.2% |
| 3M | -0.6% | -40.1% | +39.5% | +0.6% |
| 6M | +19.9% | -56.1% | +76.0% | +22.5% |
| YTD | -8.2% | -41.8% | +33.6% | -8.0% |
| 1Y | -5.5% | -44.8% | +39.3% | -5.2% |
| All | +57.7% | +20.6% | +37.2% | +47.9% |
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