+5,809.2%
MA vs UEC
+73.5%
+5,735.7%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.1% |
| 7D | -2.7% | -6.9% | +4.2% | -2.2% |
| 30D | +1.5% | +7.6% | -6.1% | +0.7% |
| 3M | +20.4% | -18.4% | +38.8% | +21.5% |
| 6M | +11.1% | -23.3% | +34.4% | +11.8% |
| YTD | +2.0% | -1.2% | +3.2% | -0.1% |
| 1Y | -2.2% | +2.3% | -4.5% | -5.3% |
| 3Y | +41.9% | +162.3% | -120.4% | +22.4% |
| 5Y | +75.4% | +287.2% | -211.9% | +39.3% |
| 10Y | +527.5% | +1,009.6% | -482.1% | +313.5% |
| All | +5,809.2% | +73.5% | +5,735.7% | +3,335.3% |
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