+576.6%
SPMO vs UEC
+866.7%
-290.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.0% | -2.5% | +0.2% |
| 7D | +3.4% | +2.6% | +0.8% | +3.1% |
| 30D | +0.5% | +5.6% | -5.1% | -0.3% |
| 3M | +1.9% | -5.7% | +7.6% | +1.9% |
| 6M | +27.8% | -8.0% | +35.9% | +27.3% |
| YTD | +26.7% | +1.8% | +24.9% | +24.1% |
| 1Y | +28.9% | +0.6% | +28.3% | +25.2% |
| 3Y | +160.7% | +155.2% | +5.5% | +121.9% |
| 5Y | +150.2% | +305.8% | -155.6% | +92.6% |
| 10Y | +517.5% | +943.0% | -425.5% | +284.0% |
| All | +576.6% | +866.7% | -290.1% | +329.1% |
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 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