+71.6%
SM vs UEC
-46.3%
+117.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.3% | -4.9% | -10.4% | -15.8% |
| 7D | -21.5% | -13.8% | -7.7% | -22.8% |
| 30D | -11.4% | -23.1% | +11.7% | -13.7% |
| 3M | +0.6% | -31.5% | +32.1% | -2.8% |
| 6M | +0.2% | -51.5% | +51.7% | -3.8% |
| YTD | +69.7% | -38.4% | +108.1% | +64.1% |
| 1Y | +71.6% | -44.7% | +116.3% | +66.0% |
| All | +71.6% | -46.3% | +117.9% | +66.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling