+82.3%
MET vs UEC
+289.3%
-207.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.4% |
| 7D | -0.8% | -0.2% | -0.6% | -0.8% |
| 30D | -1.4% | +1.9% | -3.3% | -1.7% |
| 3M | +12.5% | +8.9% | +3.6% | +11.1% |
| 6M | +37.1% | -14.5% | +51.5% | +37.0% |
| YTD | +23.8% | -0.7% | +24.5% | +21.1% |
| 1Y | +24.1% | -4.1% | +28.2% | +20.6% |
| 3Y | +65.2% | +148.9% | -83.7% | +39.7% |
| 5Y | +82.3% | +300.0% | -217.7% | +39.8% |
| All | +82.3% | +289.3% | -207.0% | +39.8% |
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 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