+17.1%
MCHP vs UEC
-16.4%
+33.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -5.2% | +8.8% | +4.7% |
| 7D | 0.0% | -9.4% | +9.5% | +1.9% |
| 30D | -6.0% | -8.0% | +2.0% | -4.9% |
| 3M | -19.7% | -1.7% | -18.0% | -19.9% |
| 6M | +14.0% | -26.1% | +40.2% | +17.1% |
| YTD | +18.4% | -10.5% | +29.0% | +18.5% |
| 1Y | +17.1% | -13.3% | +30.4% | +20.0% |
| All | +17.1% | -16.4% | +33.5% | +20.0% |
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