+3.0%
MDLZ vs UEC
+5.5%
-2.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.0% | -2.5% | +0.7% |
| 7D | 0.0% | +2.6% | -2.6% | +0.1% |
| 30D | -1.6% | +5.6% | -7.2% | -1.3% |
| 3M | +0.9% | -5.7% | +6.6% | +1.5% |
| 6M | +7.3% | -8.0% | +15.4% | +7.9% |
| YTD | +16.4% | +1.8% | +14.7% | +17.6% |
| 1Y | +3.0% | +0.6% | +2.4% | +5.8% |
| All | +3.0% | +5.5% | -2.5% | +5.8% |
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