+11.5%
SPMO vs UEC
-46.3%
+57.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.9% | +4.0% | 0.0% |
| 7D | -8.9% | -13.8% | +4.9% | -6.7% |
| 30D | -13.8% | -23.1% | +9.3% | -10.3% |
| 3M | -12.5% | -31.5% | +19.0% | -7.8% |
| 6M | -1.5% | -51.5% | +50.0% | +7.4% |
| YTD | +11.3% | -38.4% | +49.8% | +15.1% |
| 1Y | +11.5% | -44.7% | +56.1% | +16.2% |
| All | +11.5% | -46.3% | +57.8% | +16.2% |
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 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