+338.3%
SU vs UEC
+198.6%
+139.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.2% | +5.0% | +0.5% |
| 7D | +2.2% | -9.4% | +11.7% | +3.5% |
| 30D | +8.4% | -8.0% | +16.5% | +9.2% |
| 3M | +12.1% | -1.7% | +13.8% | +11.3% |
| 6M | +19.7% | -26.1% | +45.8% | +21.6% |
| YTD | +58.4% | -10.5% | +68.9% | +54.5% |
| 1Y | +67.2% | -13.3% | +80.5% | +60.9% |
| 3Y | +125.0% | +116.4% | +8.7% | +70.2% |
| All | +338.3% | +198.6% | +139.7% | +187.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling