+45.3%
MO vs UEC
-46.3%
+91.7%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.9% | +6.3% | +1.0% |
| 7D | +6.9% | -13.8% | +20.7% | +5.7% |
| 30D | +14.9% | -23.1% | +38.0% | +12.9% |
| 3M | +16.4% | -31.5% | +48.0% | +13.6% |
| 6M | +9.6% | -51.5% | +61.1% | +6.9% |
| YTD | +41.8% | -38.4% | +80.3% | +40.7% |
| 1Y | +45.3% | -44.7% | +90.0% | +43.9% |
| All | +45.3% | -46.3% | +91.7% | +43.9% |
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