+96.2%
SMH vs UEC
-1.0%
+97.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.5% |
| 7D | +2.5% | -6.9% | +9.4% | +4.2% |
| 30D | -0.5% | +7.6% | -8.1% | -2.5% |
| 3M | -9.6% | -18.4% | +8.7% | -7.3% |
| 6M | +42.1% | -23.3% | +65.3% | +45.1% |
| YTD | +57.4% | -1.2% | +58.6% | +54.6% |
| 1Y | +96.2% | +2.3% | +93.9% | +94.3% |
| All | +96.2% | -1.0% | +97.3% | +94.3% |
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