+517.6%
SPMO vs UEC
+885.8%
-368.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.2% | +5.7% | +1.1% |
| 7D | -0.9% | -9.4% | +8.5% | +0.2% |
| 30D | -1.9% | -8.0% | +6.1% | -1.2% |
| 3M | -1.4% | -1.7% | +0.3% | -1.6% |
| 6M | +25.5% | -26.1% | +51.6% | +28.1% |
| YTD | +24.8% | -10.5% | +35.4% | +23.9% |
| 1Y | +24.5% | -13.3% | +37.8% | +22.7% |
| 3Y | +157.1% | +116.4% | +40.8% | +120.3% |
| 5Y | +149.5% | +225.5% | -76.0% | +92.6% |
| All | +517.6% | +885.8% | -368.3% | +273.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling