+18.1%
MCHP vs UEC
-1.0%
+19.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.2% | +1.4% |
| 7D | +1.7% | -6.9% | +8.6% | +3.1% |
| 30D | -4.1% | +7.6% | -11.7% | -5.7% |
| 3M | -22.5% | -18.4% | -4.1% | -21.2% |
| 6M | +7.3% | -23.3% | +30.6% | +8.6% |
| YTD | +18.4% | -1.2% | +19.6% | +16.6% |
| 1Y | +18.1% | +2.3% | +15.8% | +20.8% |
| All | +18.1% | -1.0% | +19.2% | +20.8% |
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