+22.5%
MA vs UEC
-46.3%
+68.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -4.9% | +8.8% | +3.7% |
| 7D | +10.2% | -13.8% | +24.0% | +9.6% |
| 30D | +19.3% | -23.1% | +42.4% | +18.3% |
| 3M | +18.0% | -31.5% | +49.5% | +16.6% |
| 6M | +33.7% | -51.5% | +85.2% | +31.0% |
| YTD | +18.6% | -38.4% | +57.0% | +14.6% |
| 1Y | +22.5% | -44.7% | +67.2% | +18.4% |
| All | +22.5% | -46.3% | +68.8% | +18.4% |
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 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