+19.9%
MDT vs UEC
-46.3%
+66.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.9% | +11.0% | +6.1% |
| 7D | +10.7% | -13.8% | +24.5% | +10.8% |
| 30D | +19.3% | -23.1% | +42.4% | +19.5% |
| 3M | +22.8% | -31.5% | +54.3% | +22.9% |
| 6M | +36.4% | -51.5% | +87.9% | +37.5% |
| YTD | +12.1% | -38.4% | +50.5% | +12.0% |
| 1Y | +19.9% | -44.7% | +64.6% | +19.8% |
| All | +19.9% | -46.3% | +66.3% | +19.8% |
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