+1,154.3%
SSNC vs UEC
+256.2%
+898.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.4% | -1.2% |
| 7D | +0.6% | -6.9% | +7.6% | +1.3% |
| 30D | +6.0% | +7.6% | -1.6% | +5.1% |
| 3M | +21.0% | -18.4% | +39.4% | +22.2% |
| 6M | +12.1% | -23.3% | +35.4% | +13.0% |
| YTD | -3.2% | -1.2% | -2.0% | -5.4% |
| 1Y | -4.4% | +2.3% | -6.7% | -7.7% |
| 3Y | +51.6% | +162.3% | -110.7% | +28.4% |
| 5Y | +21.1% | +287.2% | -266.2% | -6.6% |
| 10Y | +177.7% | +1,009.6% | -831.9% | +71.0% |
| All | +1,154.3% | +256.2% | +898.2% | +617.5% |
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