+980.0%
SMCI vs UEC
+198.6%
+781.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -5.2% | +12.4% | +8.7% |
| 7D | +1.3% | -9.4% | +10.7% | +4.0% |
| 30D | +6.6% | -8.0% | +14.6% | +8.6% |
| 3M | +25.4% | -1.7% | +27.1% | +25.4% |
| 6M | +26.1% | -26.1% | +52.3% | +37.2% |
| YTD | +37.0% | -10.5% | +47.5% | +40.9% |
| 1Y | -8.8% | -13.3% | +4.5% | -7.1% |
| 3Y | +44.6% | +116.4% | -71.8% | +16.2% |
| All | +980.0% | +198.6% | +781.4% | +683.0% |
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