+22.8%
MDLZ vs UEC
-45.1%
+67.9%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.5% | +1.4% |
| 7D | +2.3% | -3.8% | +6.1% | +2.2% |
| 30D | +7.9% | -13.5% | +21.4% | +7.3% |
| 3M | +7.3% | -40.5% | +47.7% | +5.3% |
| 6M | +11.7% | -56.7% | +68.4% | +10.1% |
| YTD | +28.7% | -43.0% | +71.7% | +26.1% |
| 1Y | +22.8% | -42.5% | +65.3% | +20.1% |
| All | +22.8% | -45.1% | +67.9% | +20.1% |
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