+29.9%
MCHP vs UEC
-46.3%
+76.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.9% | +1.6% | -2.0% |
| 7D | -5.4% | -13.8% | +8.4% | -1.7% |
| 30D | -7.5% | -23.1% | +15.6% | -1.4% |
| 3M | -6.0% | -31.5% | +25.5% | +2.4% |
| 6M | -20.1% | -51.5% | +31.4% | -7.6% |
| YTD | +20.2% | -38.4% | +58.7% | +25.8% |
| 1Y | +29.9% | -44.7% | +74.6% | +38.0% |
| All | +29.9% | -46.3% | +76.3% | +38.0% |
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