+34.8%
SMCI vs UEC
+134.5%
-99.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.0% | +1.0% | -2.1% |
| 7D | -1.3% | -4.3% | +3.0% | +0.4% |
| 30D | +18.3% | -3.8% | +22.1% | +19.4% |
| 3M | +27.7% | +17.0% | +10.7% | +19.7% |
| 6M | +17.6% | -23.9% | +41.5% | +29.3% |
| YTD | +27.7% | -5.7% | +33.4% | +29.1% |
| 1Y | -14.9% | -12.5% | -2.3% | -14.3% |
| All | +34.8% | +134.5% | -99.7% | -5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling