+106.6%
SM vs UEC
+267.5%
-161.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.6% |
| 7D | +0.1% | -6.9% | +7.0% | +1.5% |
| 30D | +26.3% | +7.6% | +18.7% | +23.6% |
| 3M | +8.7% | -18.4% | +27.1% | +11.1% |
| 6M | +51.7% | -23.3% | +74.9% | +52.1% |
| YTD | +99.0% | -1.2% | +100.2% | +83.5% |
| 1Y | +34.6% | +2.3% | +32.3% | +17.9% |
| 3Y | -7.8% | +162.3% | -170.0% | -47.4% |
| All | +106.6% | +267.5% | -161.0% | -6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling