+254.1%
MP vs UEC
+628.4%
-374.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.8% | -1.8% | +2.4% |
| 7D | -10.5% | -10.2% | -0.3% | -6.8% |
| 30D | -23.5% | -26.9% | +3.4% | -14.1% |
| 3M | -25.4% | -35.7% | +10.3% | -12.2% |
| 6M | -51.3% | -56.1% | +4.9% | -35.0% |
| YTD | -29.9% | -40.8% | +10.8% | -15.5% |
| 1Y | -31.8% | -43.4% | +11.5% | -16.5% |
| 3Y | +127.0% | +25.4% | +101.6% | +95.2% |
| 5Y | -3.3% | +51.1% | -54.4% | -30.2% |
| All | +254.1% | +628.4% | -374.3% | +61.1% |
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 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