+20.8%
MCD vs UEC
+21.1%
-0.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.6% |
| 7D | -1.6% | -3.8% | +2.1% | -1.6% |
| 30D | +14.1% | -13.5% | +27.6% | +14.2% |
| 3M | +0.6% | -40.5% | +41.1% | +1.1% |
| 6M | 0.0% | -56.7% | +56.7% | +0.8% |
| YTD | -9.3% | -43.0% | +33.7% | -9.2% |
| 1Y | -9.3% | -42.5% | +33.2% | -9.3% |
| 3Y | +8.6% | +11.6% | -2.9% | +5.7% |
| All | +20.8% | +21.1% | -0.3% | +18.6% |
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