+92.3%
SYF vs UEC
+278.7%
-186.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.0% | -4.7% | -2.0% |
| 7D | +2.6% | +2.6% | 0.0% | +2.3% |
| 30D | 0.0% | +5.6% | -5.6% | -0.8% |
| 3M | +11.9% | -5.7% | +17.6% | +11.8% |
| 6M | +18.9% | -8.0% | +27.0% | +17.9% |
| YTD | -4.6% | +1.8% | -6.4% | -7.6% |
| 1Y | +6.4% | +0.6% | +5.8% | +1.6% |
| 3Y | +167.2% | +155.2% | +12.0% | +110.4% |
| 5Y | +92.3% | +305.8% | -213.5% | +35.7% |
| All | +92.3% | +278.7% | -186.3% | +35.7% |
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