-15.1%
MP vs UEC
+47.5%
-62.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.8% | -1.8% | +2.1% |
| 7D | -10.5% | -10.2% | -0.3% | -6.4% |
| 30D | -23.5% | -26.9% | +3.4% | -13.0% |
| 3M | -25.4% | -35.7% | +10.3% | -10.8% |
| 6M | -51.3% | -56.1% | +4.9% | -33.1% |
| YTD | -29.9% | -40.8% | +10.8% | -14.0% |
| 1Y | -31.8% | -43.4% | +11.5% | -15.0% |
| 3Y | +127.0% | +25.4% | +101.6% | +90.0% |
| All | -15.1% | +47.5% | -62.6% | -40.2% |
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 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