+97.4%
STM vs UEC
+5.5%
+91.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.0% | -3.5% | -1.4% |
| 7D | +5.2% | +2.6% | +2.6% | +4.4% |
| 30D | -7.4% | +5.6% | -13.0% | -9.2% |
| 3M | -30.6% | -5.7% | -24.9% | -30.9% |
| 6M | +66.4% | -8.0% | +74.4% | +65.6% |
| YTD | +101.1% | +1.8% | +99.3% | +96.9% |
| 1Y | +97.4% | +0.6% | +96.8% | +90.5% |
| All | +97.4% | +5.5% | +91.9% | +90.5% |
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