+3,846.5%
SMH vs UEC
+78.8%
+3,767.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.0% | -1.8% | +0.8% |
| 7D | +5.2% | +2.6% | +2.6% | +4.9% |
| 30D | -1.5% | +5.6% | -7.1% | -2.4% |
| 3M | -4.1% | -5.7% | +1.6% | -3.9% |
| 6M | +50.8% | -8.0% | +58.8% | +50.7% |
| YTD | +59.3% | +1.8% | +57.5% | +56.5% |
| 1Y | +94.1% | +0.6% | +93.5% | +89.1% |
| 3Y | +286.7% | +155.2% | +131.6% | +227.6% |
| 5Y | +339.4% | +305.8% | +33.6% | +237.2% |
| 10Y | +1,803.3% | +943.0% | +860.3% | +1,097.8% |
| All | +3,846.5% | +78.8% | +3,767.7% | +2,056.3% |
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 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