+978.7%
SMTC vs UEC
+73.5%
+905.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.3% | +9.0% | +9.2% |
| 7D | +12.7% | -6.9% | +19.7% | +14.0% |
| 30D | +22.0% | +7.6% | +14.3% | +20.3% |
| 3M | -12.7% | -18.4% | +5.7% | -10.3% |
| 6M | +64.8% | -23.3% | +88.1% | +70.1% |
| YTD | +100.7% | -1.2% | +101.9% | +98.5% |
| 1Y | +146.9% | +2.3% | +144.6% | +140.8% |
| 3Y | +456.8% | +162.3% | +294.5% | +361.1% |
| 5Y | +89.2% | +287.2% | -198.0% | +40.3% |
| 10Y | +426.9% | +1,009.6% | -582.8% | +205.3% |
| All | +978.7% | +73.5% | +905.2% | +448.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling