+237.4%
MP vs UEC
+582.1%
-344.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -9.9% | +3.8% | -2.4% |
| 7D | -19.0% | -20.5% | +1.5% | -11.7% |
| 30D | -30.5% | -35.9% | +5.4% | -18.0% |
| 3M | -29.6% | -39.6% | +10.0% | -15.2% |
| 6M | -50.4% | -55.3% | +4.9% | -34.2% |
| YTD | -33.2% | -44.5% | +11.3% | -17.5% |
| 1Y | -38.6% | -50.4% | +11.8% | -21.2% |
| 3Y | +105.5% | +12.1% | +93.4% | +83.9% |
| 5Y | -7.8% | +41.5% | -49.3% | -31.8% |
| All | +237.4% | +582.1% | -344.7% | +57.3% |
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