+1,497.9%
META vs UEC
+193.2%
+1,304.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -9.9% | +5.9% | -3.0% |
| 7D | -3.1% | -20.5% | +17.4% | -1.0% |
| 30D | -18.1% | -35.9% | +17.8% | -14.7% |
| 3M | +2.9% | -39.6% | +42.4% | +7.4% |
| 6M | +0.2% | -55.3% | +55.5% | +6.8% |
| YTD | -8.1% | -44.5% | +36.4% | -5.2% |
| 1Y | -4.5% | -50.4% | +45.9% | -0.7% |
| 3Y | +94.2% | +12.1% | +82.1% | +78.9% |
| 5Y | +79.1% | +41.5% | +37.6% | +54.5% |
| 10Y | +405.9% | +644.8% | -238.9% | +252.2% |
| All | +1,497.9% | +193.2% | +1,304.7% | +980.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling