+72.2%
SMTC vs UEC
-46.3%
+118.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -4.9% | -8.0% | -10.9% |
| 7D | -24.5% | -13.8% | -10.7% | -19.5% |
| 30D | -42.5% | -23.1% | -19.4% | -36.1% |
| 3M | -14.1% | -31.5% | +17.4% | -1.4% |
| 6M | +3.6% | -51.5% | +55.1% | +33.4% |
| YTD | +50.6% | -38.4% | +89.0% | +64.8% |
| 1Y | +72.2% | -44.7% | +116.9% | +97.4% |
| All | +72.2% | -46.3% | +118.6% | +97.4% |
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