+324.2%
SMH vs UEC
+273.6%
+50.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.0% | +2.6% | -1.4% |
| 7D | +1.4% | -4.3% | +5.6% | +2.3% |
| 30D | -2.2% | -3.8% | +1.6% | -1.8% |
| 3M | -1.9% | +17.0% | -18.8% | -5.4% |
| 6M | +41.0% | -23.9% | +64.9% | +45.8% |
| YTD | +55.6% | -5.7% | +61.2% | +52.8% |
| 1Y | +86.8% | -12.5% | +99.4% | +82.9% |
| 3Y | +277.7% | +136.5% | +141.2% | +184.7% |
| 5Y | +324.2% | +243.3% | +80.9% | +178.5% |
| All | +324.2% | +273.6% | +50.6% | +178.5% |
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