+21.6%
MCD vs UEC
+274.7%
-253.0%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.5% |
| 7D | -2.8% | -6.9% | +4.1% | -2.8% |
| 30D | -6.0% | +7.6% | -13.7% | -6.1% |
| 3M | -5.6% | -18.4% | +12.8% | -5.5% |
| 6M | -21.9% | -23.3% | +1.4% | -21.8% |
| YTD | -14.7% | -1.2% | -13.5% | -15.0% |
| 1Y | -17.3% | +2.3% | -19.6% | -17.8% |
| 3Y | -2.2% | +162.3% | -164.4% | -5.5% |
| All | +21.6% | +274.7% | -253.0% | +17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling