+310.7%
SYY vs UEC
+0.2%
+310.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.2% | +1.2% |
| 7D | +0.3% | -3.8% | +4.1% | +0.5% |
| 30D | -4.8% | -13.5% | +8.7% | -4.1% |
| 3M | -7.1% | -40.5% | +33.4% | -4.5% |
| 6M | +6.8% | -56.7% | +63.5% | +11.1% |
| YTD | +7.7% | -43.0% | +50.6% | +9.6% |
| 1Y | +5.7% | -42.5% | +48.2% | +7.2% |
| 3Y | +24.6% | +11.6% | +13.0% | +17.8% |
| 5Y | +15.6% | +21.8% | -6.1% | +5.1% |
| 10Y | +87.9% | +623.9% | -536.0% | +42.5% |
| All | +310.7% | +0.2% | +310.5% | +172.8% |
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