+146.9%
SMTC vs UEC
-1.0%
+147.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.3% | +9.0% | +9.1% |
| 7D | +12.7% | -6.9% | +19.7% | +15.4% |
| 30D | +22.0% | +7.6% | +14.3% | +18.4% |
| 3M | -12.7% | -18.4% | +5.7% | -8.6% |
| 6M | +64.8% | -23.3% | +88.0% | +72.6% |
| YTD | +100.7% | -1.2% | +101.9% | +95.4% |
| 1Y | +146.9% | +2.3% | +144.6% | +150.0% |
| All | +146.9% | -1.0% | +147.9% | +150.0% |
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