+1,005.7%
MAR vs UEC
+0.2%
+1,005.5%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | -0.1% |
| 7D | +1.6% | -3.8% | +5.4% | +1.9% |
| 30D | +13.8% | -13.5% | +27.3% | +15.1% |
| 3M | +20.3% | -40.5% | +60.8% | +25.7% |
| 6M | +21.3% | -56.7% | +78.0% | +29.7% |
| YTD | +37.2% | -43.0% | +80.2% | +40.9% |
| 1Y | +48.4% | -42.5% | +91.0% | +51.7% |
| 3Y | +120.1% | +11.6% | +108.6% | +100.8% |
| 5Y | +182.1% | +21.8% | +160.3% | +141.5% |
| 10Y | +530.2% | +623.9% | -93.7% | +297.8% |
| All | +1,005.7% | +0.2% | +1,005.5% | +427.1% |
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