+119.0%
SMTC vs UEC
+289.3%
-170.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.3% | +1.4% |
| 7D | +22.5% | -0.2% | +22.7% | +22.6% |
| 30D | +24.9% | +1.9% | +23.0% | +23.8% |
| 3M | +4.1% | +8.9% | -4.8% | +1.4% |
| 6M | +92.6% | -14.5% | +107.0% | +96.9% |
| YTD | +122.5% | -0.7% | +123.2% | +117.4% |
| 1Y | +166.2% | -4.1% | +170.3% | +158.1% |
| 3Y | +577.2% | +148.9% | +428.2% | +408.1% |
| 5Y | +119.0% | +300.0% | -181.0% | +45.2% |
| All | +119.0% | +289.3% | -170.3% | +45.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling