-15.6%
MOS vs UEC
-46.3%
+30.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.4% | -4.9% | +22.3% | +18.2% |
| 7D | +17.9% | -13.8% | +31.7% | +20.8% |
| 30D | +1.6% | -23.1% | +24.7% | +5.9% |
| 3M | -4.0% | -31.5% | +27.5% | +1.8% |
| 6M | -4.1% | -51.5% | +47.4% | +5.8% |
| YTD | -7.8% | -38.4% | +30.6% | -3.3% |
| 1Y | -15.6% | -44.7% | +29.1% | -11.2% |
| All | -15.6% | -46.3% | +30.8% | -11.2% |
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