+69.5%
SMTC vs UEC
-45.1%
+114.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.1% | -2.0% | -3.1% |
| 7D | +11.0% | -3.8% | +14.8% | +13.3% |
| 30D | -28.5% | -13.5% | -15.0% | -22.9% |
| 3M | -14.2% | -40.5% | +26.3% | +5.6% |
| 6M | -18.0% | -56.7% | +38.7% | +11.3% |
| YTD | +55.5% | -43.0% | +98.5% | +76.8% |
| 1Y | +69.5% | -42.5% | +112.1% | +90.5% |
| All | +69.5% | -45.1% | +114.7% | +90.5% |
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 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