+49.3%
MOH vs UEC
-46.3%
+95.6%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -4.9% | +13.8% | +8.8% |
| 7D | +14.3% | -13.8% | +28.1% | +14.0% |
| 30D | +16.7% | -23.1% | +39.8% | +16.3% |
| 3M | +18.3% | -31.5% | +49.8% | +17.7% |
| 6M | +15.8% | -51.5% | +67.3% | +15.5% |
| YTD | +30.5% | -38.4% | +68.9% | +26.0% |
| 1Y | +49.3% | -44.7% | +94.0% | +44.1% |
| All | +49.3% | -46.3% | +95.6% | +44.1% |
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