+323.4%
SYY vs UEC
+73.5%
+249.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.5% | -1.3% |
| 7D | -2.3% | -6.9% | +4.6% | -1.9% |
| 30D | -4.9% | +7.6% | -12.6% | -5.5% |
| 3M | +8.4% | -18.4% | +26.8% | +9.1% |
| 6M | -7.4% | -23.3% | +15.9% | -6.8% |
| YTD | +11.0% | -1.2% | +12.2% | +9.6% |
| 1Y | -0.2% | +2.3% | -2.5% | -2.4% |
| 3Y | +23.8% | +162.3% | -138.5% | +11.2% |
| 5Y | +18.1% | +287.2% | -269.1% | -0.1% |
| 10Y | +94.6% | +1,009.6% | -915.0% | +43.8% |
| All | +323.4% | +73.5% | +249.8% | +173.0% |
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