+4,008.2%
SMCI vs UEC
+78.8%
+3,929.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.0% | -1.3% | +1.2% |
| 7D | +9.7% | +2.6% | +7.1% | +9.2% |
| 30D | +29.3% | +5.6% | +23.7% | +27.9% |
| 3M | -8.5% | -5.7% | -2.8% | -7.3% |
| 6M | +28.6% | -8.0% | +36.6% | +31.4% |
| YTD | +37.5% | +1.8% | +35.7% | +37.4% |
| 1Y | +0.5% | +0.6% | 0.0% | -0.4% |
| 3Y | +43.4% | +155.2% | -111.7% | +20.4% |
| 5Y | +1,008.2% | +305.8% | +702.4% | +711.3% |
| 10Y | +1,776.0% | +943.0% | +833.1% | +929.1% |
| All | +4,008.2% | +78.8% | +3,929.4% | +1,714.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling