+15.3%
SUI vs UEC
+19.3%
-4.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.8% | -8.2% | -1.4% |
| 7D | +6.2% | -10.2% | +16.5% | +6.1% |
| 30D | +8.6% | -26.9% | +35.5% | +8.4% |
| 3M | +1.0% | -35.7% | +36.7% | +0.7% |
| 6M | -2.6% | -56.1% | +53.5% | -2.7% |
| YTD | -0.1% | -40.8% | +40.6% | -0.3% |
| 1Y | +0.5% | -43.4% | +43.8% | +0.3% |
| 3Y | +15.3% | +25.4% | -10.1% | +13.0% |
| All | +15.3% | +19.3% | -4.1% | +13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling