-0.1%
SW vs UEC
+59.8%
-59.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.9% | +9.0% | +4.4% |
| 7D | +12.1% | -13.8% | +25.8% | +13.2% |
| 30D | +6.6% | -23.1% | +29.7% | +8.4% |
| 3M | -6.0% | -31.5% | +25.5% | -3.7% |
| 6M | +21.5% | -51.5% | +73.0% | +26.5% |
| YTD | +20.3% | -38.4% | +58.8% | +22.7% |
| 1Y | +28.1% | -44.7% | +72.8% | +31.2% |
| 3Y | +51.6% | +24.4% | +27.2% | +44.0% |
| 5Y | -0.1% | +57.3% | -57.5% | -8.5% |
| All | -0.1% | +59.8% | -59.9% | -8.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling