+495.9%
SPMO vs UEC
+441.5%
+54.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -1.3% |
| 7D | +6.3% | -3.8% | +10.1% | +6.7% |
| 30D | -8.9% | -13.5% | +4.6% | -7.5% |
| 3M | -13.2% | -40.5% | +27.3% | -8.6% |
| 6M | -9.3% | -56.7% | +47.4% | -1.9% |
| YTD | +11.6% | -43.0% | +54.5% | +16.1% |
| 1Y | +13.4% | -42.5% | +55.9% | +17.5% |
| 3Y | +122.9% | +11.6% | +111.3% | +107.1% |
| 5Y | +113.9% | +21.8% | +92.2% | +86.7% |
| 10Y | +460.5% | +623.9% | -163.4% | +268.8% |
| All | +495.9% | +441.5% | +54.5% | +301.4% |
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