+157.0%
MKSI vs UEC
-1.0%
+158.0%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.3% | +4.0% | +4.2% |
| 7D | +1.8% | -6.9% | +8.7% | +3.7% |
| 30D | -16.8% | +7.6% | -24.4% | -18.8% |
| 3M | -21.1% | -18.4% | -2.7% | -18.9% |
| 6M | +10.8% | -23.3% | +34.1% | +13.2% |
| YTD | +63.3% | -1.2% | +64.5% | +63.5% |
| 1Y | +157.0% | +2.3% | +154.7% | +166.7% |
| All | +157.0% | -1.0% | +158.0% | +166.7% |
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 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