+1,090.1%
SSNC vs UEC
+109.9%
+980.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.9% | +5.9% | +0.4% |
| 7D | +1.4% | +4.9% | -3.6% | +0.8% |
| 30D | -2.6% | -17.5% | +14.8% | -1.3% |
| 3M | -0.6% | -40.1% | +39.5% | +3.3% |
| 6M | +19.9% | -56.1% | +76.0% | +27.1% |
| YTD | -8.2% | -41.8% | +33.6% | -6.4% |
| 1Y | -5.5% | -44.8% | +39.3% | -3.5% |
| 3Y | +56.8% | +20.6% | +36.2% | +42.3% |
| 5Y | +7.8% | +24.3% | -16.5% | -7.4% |
| 10Y | +183.3% | +639.1% | -455.8% | +80.5% |
| All | +1,090.1% | +109.9% | +980.3% | +610.0% |
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