+1,062.2%
MKTX vs UEC
+74.4%
+987.8%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.1% |
| 7D | +0.3% | -0.2% | +0.4% | +0.3% |
| 30D | +1.0% | +1.9% | -1.0% | +0.6% |
| 3M | +40.8% | +8.9% | +31.9% | +39.4% |
| 6M | -10.9% | -14.5% | +3.6% | -11.0% |
| YTD | -8.6% | -0.7% | -7.9% | -10.1% |
| 1Y | -11.6% | -4.1% | -7.5% | -13.5% |
| 3Y | -24.5% | +148.9% | -173.5% | -33.5% |
| 5Y | -60.7% | +300.0% | -360.7% | -68.1% |
| 10Y | +5.1% | +994.3% | -989.2% | -28.6% |
| All | +1,062.2% | +74.4% | +987.8% | +619.2% |
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