+1,086.7%
SUI vs UEC
-2.6%
+1,089.2%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -9.9% | +10.6% | +1.4% |
| 7D | +8.8% | -20.5% | +29.3% | +10.5% |
| 30D | +8.9% | -35.9% | +44.8% | +12.2% |
| 3M | +2.0% | -39.6% | +41.6% | +5.3% |
| 6M | -0.6% | -55.3% | +54.7% | +4.0% |
| YTD | +1.3% | -44.5% | +45.9% | +3.5% |
| 1Y | +1.3% | -50.4% | +51.7% | +3.9% |
| 3Y | +16.3% | +12.1% | +4.2% | +7.8% |
| 5Y | -25.1% | +41.5% | -66.5% | -34.9% |
| 10Y | +121.1% | +644.8% | -523.8% | +49.4% |
| All | +1,086.7% | -2.6% | +1,089.2% | +503.1% |
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