+197.1%
SU vs UEC
+74.4%
+122.7%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.1% | +2.1% |
| 7D | +1.6% | -0.2% | +1.7% | +1.6% |
| 30D | +10.7% | +1.9% | +8.8% | +9.9% |
| 3M | +13.5% | +8.9% | +4.6% | +10.5% |
| 6M | +21.8% | -14.5% | +36.3% | +21.1% |
| YTD | +58.8% | -0.7% | +59.5% | +52.4% |
| 1Y | +72.0% | -4.1% | +76.1% | +63.0% |
| 3Y | +121.7% | +148.9% | -27.2% | +67.5% |
| 5Y | +350.4% | +300.0% | +50.4% | +188.9% |
| 10Y | +264.7% | +994.3% | -729.7% | +65.9% |
| All | +197.1% | +74.4% | +122.7% | -4.9% |
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 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