+57.4%
MAR vs UEC
-46.3%
+103.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.9% | +6.9% | +2.1% |
| 7D | +7.7% | -13.8% | +21.5% | +8.0% |
| 30D | +19.4% | -23.1% | +42.5% | +19.8% |
| 3M | +23.3% | -31.5% | +54.9% | +23.9% |
| 6M | +22.8% | -51.5% | +74.3% | +23.5% |
| YTD | +37.8% | -38.4% | +76.2% | +37.1% |
| 1Y | +57.4% | -44.7% | +102.1% | +56.4% |
| All | +57.4% | -46.3% | +103.7% | +56.4% |
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