+42.7%
MKSI vs UEC
-46.3%
+89.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.9% | -0.1% | -3.3% |
| 7D | -10.7% | -13.8% | +3.1% | -5.8% |
| 30D | -30.5% | -23.1% | -7.4% | -24.0% |
| 3M | -39.2% | -31.5% | -7.6% | -31.7% |
| 6M | -33.0% | -51.5% | +18.5% | -18.2% |
| YTD | +22.3% | -38.4% | +60.8% | +36.8% |
| 1Y | +42.7% | -44.7% | +87.4% | +62.7% |
| All | +42.7% | -46.3% | +89.0% | +62.7% |
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