+87.6%
SMH vs UEC
-16.4%
+104.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.2% | +6.6% | +2.6% |
| 7D | +0.3% | -9.4% | +9.7% | +2.5% |
| 30D | -2.8% | -8.0% | +5.2% | -1.3% |
| 3M | -6.7% | -1.7% | -5.0% | -7.0% |
| 6M | +41.8% | -26.1% | +67.9% | +46.9% |
| YTD | +57.9% | -10.5% | +68.4% | +58.3% |
| 1Y | +87.6% | -13.3% | +100.9% | +89.9% |
| All | +87.6% | -16.4% | +104.0% | +89.9% |
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