+1,082.7%
MOD vs UEC
+21.1%
+1,061.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.9% | -2.1% | +29.9% | +28.4% |
| 7D | +40.4% | -3.8% | +44.2% | +41.7% |
| 30D | -14.0% | -13.5% | -0.5% | -10.3% |
| 3M | -33.3% | -40.5% | +7.1% | -24.1% |
| 6M | -51.4% | -56.7% | +5.3% | -40.8% |
| YTD | +1.6% | -43.0% | +44.6% | +13.3% |
| 1Y | +5.4% | -42.5% | +47.9% | +17.0% |
| 3Y | +191.0% | +11.6% | +179.4% | +167.9% |
| All | +1,082.7% | +21.1% | +1,061.6% | +909.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling