+569.6%
MA vs UEC
+623.0%
-53.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.2% |
| 7D | -1.8% | +0.6% | -2.3% | -1.9% |
| 30D | +11.0% | -18.1% | +29.2% | +12.7% |
| 3M | +17.9% | -36.9% | +54.8% | +22.0% |
| 6M | +33.2% | -56.1% | +89.3% | +41.4% |
| YTD | +16.5% | -38.1% | +54.6% | +17.8% |
| 1Y | +19.1% | -41.7% | +60.8% | +20.7% |
| 3Y | +70.6% | +28.2% | +42.4% | +50.5% |
| 5Y | +92.1% | +31.7% | +60.4% | +58.7% |
| 10Y | +569.6% | +685.9% | -116.3% | +273.8% |
| All | +569.6% | +623.0% | -53.4% | +273.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling