+1,049.4%
SUI vs UEC
+73.5%
+975.8%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -2.8% | -6.9% | +4.1% | -2.3% |
| 30D | -1.2% | +7.6% | -8.8% | -1.9% |
| 3M | -1.7% | -18.4% | +16.6% | -1.0% |
| 6M | -10.5% | -23.3% | +12.8% | -9.9% |
| YTD | -1.8% | -1.2% | -0.6% | -3.6% |
| 1Y | -4.1% | +2.3% | -6.4% | -6.8% |
| 3Y | +11.3% | +162.3% | -151.0% | -3.3% |
| 5Y | -32.1% | +287.2% | -319.4% | -45.5% |
| 10Y | +110.4% | +1,009.6% | -899.2% | +38.6% |
| All | +1,049.4% | +73.5% | +975.8% | +461.9% |
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