-4.8%
MDB vs UEC
-45.1%
+40.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.4% | -1.3% |
| 7D | +6.8% | -3.8% | +10.6% | +7.4% |
| 30D | -6.2% | -13.5% | +7.3% | -3.7% |
| 3M | -29.2% | -40.5% | +11.2% | -23.5% |
| 6M | +10.3% | -56.7% | +67.0% | +23.4% |
| YTD | -20.4% | -43.0% | +22.6% | -10.8% |
| 1Y | -4.8% | -42.5% | +37.7% | +6.6% |
| All | -4.8% | -45.1% | +40.3% | +6.6% |
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 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