+98.3%
STM vs UEC
-45.1%
+143.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.6% | +1.3% |
| 7D | +12.0% | -3.8% | +15.8% | +13.3% |
| 30D | -0.4% | -13.5% | +13.1% | +5.0% |
| 3M | -13.2% | -40.5% | +27.3% | +2.4% |
| 6M | -26.1% | -56.7% | +30.6% | -6.8% |
| YTD | +81.2% | -43.0% | +124.2% | +112.2% |
| 1Y | +98.3% | -42.5% | +140.8% | +130.8% |
| All | +98.3% | -45.1% | +143.5% | +130.8% |
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