+883.9%
SIMO vs UEC
+4.1%
+879.9%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.8% | -2.6% | +3.3% |
| 7D | -22.0% | -10.2% | -11.7% | -20.7% |
| 30D | -43.0% | -26.9% | -16.1% | -40.5% |
| 3M | -39.1% | -35.7% | -3.5% | -35.7% |
| 6M | -33.3% | -56.1% | +22.8% | -26.4% |
| YTD | +77.0% | -40.8% | +117.7% | +85.6% |
| 1Y | +73.0% | -43.4% | +116.4% | +81.9% |
| 3Y | +215.7% | +25.4% | +190.4% | +188.9% |
| 5Y | +155.6% | +51.1% | +104.5% | +113.8% |
| 10Y | +388.4% | +695.4% | -307.0% | +187.9% |
| All | +883.9% | +4.1% | +879.9% | +393.2% |
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 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