-37.6%
SMCI vs UEC
-46.3%
+8.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.9% | -0.8% | -3.2% |
| 7D | -17.3% | -13.8% | -3.6% | -10.6% |
| 30D | -31.5% | -23.1% | -8.4% | -21.9% |
| 3M | -6.6% | -31.5% | +24.9% | +11.3% |
| 6M | +6.0% | -51.5% | +57.5% | +47.1% |
| YTD | +1.1% | -38.4% | +39.6% | +22.4% |
| 1Y | -37.6% | -44.7% | +7.1% | -23.1% |
| All | -37.6% | -46.3% | +8.8% | -23.1% |
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