+157.8%
SMTC vs UEC
-8.9%
+166.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.0% | +2.1% | -1.2% |
| 7D | +17.5% | -4.3% | +21.8% | +19.3% |
| 30D | +21.3% | -3.8% | +25.1% | +22.4% |
| 3M | +3.1% | +17.0% | -13.8% | -2.4% |
| 6M | +81.7% | -23.9% | +105.6% | +92.2% |
| YTD | +115.9% | -5.7% | +121.6% | +113.4% |
| 1Y | +157.8% | -12.5% | +170.4% | +162.0% |
| All | +157.8% | -8.9% | +166.7% | +162.0% |
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