+24.4%
MDLZ vs UEC
-46.3%
+70.8%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.9% | +8.4% | +3.2% |
| 7D | +8.9% | -13.8% | +22.7% | +8.2% |
| 30D | +15.2% | -23.1% | +38.3% | +14.1% |
| 3M | +9.5% | -31.5% | +41.0% | +8.0% |
| 6M | +11.7% | -51.5% | +63.2% | +10.2% |
| YTD | +28.4% | -38.4% | +66.9% | +26.9% |
| 1Y | +24.4% | -44.7% | +69.1% | +22.8% |
| All | +24.4% | -46.3% | +70.8% | +22.8% |
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