+579.5%
SIMO vs UEC
+908.7%
-329.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +2.4% |
| 7D | +14.5% | -0.2% | +14.7% | +14.5% |
| 30D | +20.4% | +1.9% | +18.5% | +19.9% |
| 3M | +7.1% | +8.9% | -1.8% | +5.7% |
| 6M | +129.2% | -14.5% | +143.7% | +130.1% |
| YTD | +201.9% | -0.7% | +202.6% | +195.5% |
| 1Y | +235.5% | -4.1% | +239.6% | +226.2% |
| 3Y | +463.8% | +148.9% | +314.9% | +369.1% |
| 5Y | +306.7% | +300.0% | +6.7% | +196.0% |
| 10Y | +579.5% | +994.3% | -414.9% | +317.2% |
| All | +579.5% | +908.7% | -329.2% | +317.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling