+211.3%
MCD vs UEC
+765.9%
-554.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +10.1% | -8.3% | +1.4% |
| 7D | +5.9% | +1.5% | +4.5% | +5.8% |
| 30D | +19.6% | -17.1% | +36.7% | +20.4% |
| 3M | +3.3% | -32.3% | +35.6% | +4.7% |
| 6M | +3.5% | -49.7% | +53.2% | +5.8% |
| YTD | -6.1% | -34.8% | +28.7% | -5.7% |
| 1Y | -3.7% | -37.5% | +33.9% | -3.2% |
| 3Y | +13.4% | +37.1% | -23.7% | +6.6% |
| 5Y | +25.2% | +44.3% | -19.2% | +13.3% |
| 10Y | +211.3% | +737.4% | -526.1% | +123.2% |
| All | +211.3% | +765.9% | -554.7% | +123.2% |
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