+1,108.6%
MKSI vs UEC
+65.7%
+1,042.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.0% | +2.7% | -1.6% |
| 7D | +4.9% | -4.3% | +9.1% | +5.6% |
| 30D | -11.0% | -3.8% | -7.1% | -10.7% |
| 3M | -17.1% | +17.0% | -34.1% | -19.1% |
| 6M | +16.4% | -23.9% | +40.3% | +20.0% |
| YTD | +64.3% | -5.7% | +69.9% | +63.3% |
| 1Y | +137.7% | -12.5% | +150.3% | +135.5% |
| 3Y | +189.1% | +136.5% | +52.6% | +140.2% |
| 5Y | +83.1% | +243.3% | -160.2% | +36.7% |
| 10Y | +509.4% | +939.6% | -430.3% | +254.7% |
| All | +1,108.6% | +65.7% | +1,042.9% | +501.4% |
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