+411.0%
MMM vs UEC
+4.1%
+406.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.8% | -8.2% | -1.8% |
| 7D | +6.2% | -10.2% | +16.4% | +6.9% |
| 30D | +14.2% | -26.9% | +41.1% | +16.3% |
| 3M | +2.9% | -35.7% | +38.6% | +5.5% |
| 6M | +27.6% | -56.1% | +83.7% | +33.3% |
| YTD | +17.3% | -40.8% | +58.0% | +19.3% |
| 1Y | +15.1% | -43.4% | +58.5% | +17.2% |
| 3Y | +157.1% | +25.4% | +131.8% | +141.3% |
| 5Y | +45.1% | +51.1% | -6.0% | +29.6% |
| 10Y | +83.9% | +695.4% | -611.5% | +34.8% |
| All | +411.0% | +4.1% | +406.9% | +237.3% |
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