+117.8%
SUI vs UEC
+704.7%
-586.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.8% | -8.2% | -1.9% |
| 7D | +6.2% | -10.2% | +16.5% | +6.8% |
| 30D | +8.6% | -26.9% | +35.5% | +10.5% |
| 3M | +1.0% | -35.7% | +36.7% | +3.4% |
| 6M | -2.6% | -56.1% | +53.5% | +1.6% |
| YTD | -0.1% | -40.8% | +40.6% | +1.2% |
| 1Y | +0.5% | -43.4% | +43.8% | +1.8% |
| 3Y | +15.3% | +25.4% | -10.1% | +5.6% |
| 5Y | -26.1% | +51.1% | -77.2% | -36.4% |
| All | +117.8% | +704.7% | -586.9% | +49.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling