+24.6%
SYY vs UEC
+18.1%
+6.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.2% | +1.2% |
| 7D | +0.3% | -3.8% | +4.1% | +0.4% |
| 30D | -4.8% | -13.5% | +8.7% | -4.7% |
| 3M | -7.1% | -40.5% | +33.4% | -6.7% |
| 6M | +6.8% | -56.7% | +63.5% | +7.6% |
| YTD | +7.7% | -43.0% | +50.6% | +8.4% |
| 1Y | +5.7% | -42.5% | +48.2% | +6.4% |
| 3Y | +24.6% | +11.6% | +13.0% | +26.3% |
| All | +24.6% | +18.1% | +6.5% | +26.3% |
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