+305.8%
UEC vs SBAC
-43.9%
+349.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.2% |
| 7D | +2.6% | -0.1% | +2.7% | +2.6% |
| 30D | +5.6% | +3.2% | +2.4% | +4.5% |
| 3M | -5.7% | -5.1% | -0.7% | -4.9% |
| 6M | -8.0% | -2.1% | -5.9% | -9.2% |
| YTD | +1.8% | -0.5% | +2.3% | -0.7% |
| 1Y | +0.6% | +1.1% | -0.5% | -2.8% |
| 3Y | +155.2% | -7.4% | +162.6% | +137.1% |
| 5Y | +305.8% | -44.3% | +350.1% | +379.9% |
| All | +305.8% | -43.9% | +349.8% | +379.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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