+22.2%
MDLZ vs UEC
+47.5%
-25.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.8% | -8.0% | -1.2% |
| 7D | +1.7% | -10.2% | +11.9% | +1.7% |
| 30D | +11.2% | -26.9% | +38.1% | +11.3% |
| 3M | +6.1% | -35.7% | +41.8% | +6.3% |
| 6M | +8.6% | -56.1% | +64.7% | +9.2% |
| YTD | +25.8% | -40.8% | +66.6% | +25.8% |
| 1Y | +21.7% | -43.4% | +65.0% | +21.6% |
| 3Y | +5.8% | +25.4% | -19.6% | +2.2% |
| All | +22.2% | +47.5% | -25.4% | +19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling