+49.3%
SW vs UEC
+11.7%
+37.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.9% | +8.4% | -0.5% |
| 7D | +4.7% | -20.5% | +25.1% | +6.9% |
| 30D | +5.0% | -35.9% | +40.9% | +9.5% |
| 3M | -7.3% | -39.6% | +32.2% | -3.0% |
| 6M | +15.0% | -55.3% | +70.3% | +22.7% |
| YTD | +18.5% | -44.5% | +63.0% | +22.6% |
| 1Y | +27.1% | -50.4% | +77.6% | +32.3% |
| All | +49.3% | +11.7% | +37.5% | +35.1% |
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 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