+425.7%
META vs UEC
+765.9%
-340.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +10.1% | -5.0% | +3.9% |
| 7D | +5.7% | +1.5% | +4.2% | +5.4% |
| 30D | -10.8% | -17.1% | +6.3% | -9.0% |
| 3M | +8.4% | -32.3% | +40.7% | +12.8% |
| 6M | +5.4% | -49.7% | +55.1% | +12.5% |
| YTD | -2.6% | -34.8% | +32.2% | -0.8% |
| 1Y | +3.5% | -37.5% | +41.1% | +5.5% |
| 3Y | +102.0% | +37.1% | +65.0% | +76.2% |
| 5Y | +93.1% | +44.3% | +48.8% | +56.8% |
| 10Y | +425.7% | +737.4% | -311.7% | +213.3% |
| All | +425.7% | +765.9% | -340.2% | +213.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling