+816.6%
MOH vs UEC
+74.4%
+742.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.9% |
| 7D | -4.2% | -0.2% | -4.0% | -4.2% |
| 30D | -2.4% | +1.9% | -4.3% | -2.6% |
| 3M | -4.4% | +8.9% | -13.3% | -5.4% |
| 6M | +32.9% | -14.5% | +47.4% | +32.7% |
| YTD | +11.9% | -0.7% | +12.5% | +10.0% |
| 1Y | +6.9% | -4.1% | +11.0% | +4.7% |
| 3Y | -39.4% | +148.9% | -188.4% | -46.4% |
| 5Y | -25.0% | +300.0% | -325.0% | -38.6% |
| 10Y | +244.9% | +994.3% | -749.5% | +139.2% |
| All | +816.6% | +74.4% | +742.1% | +427.7% |
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