+601.0%
MPC vs UEC
+21.1%
+579.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +0.6% |
| 7D | +11.2% | -3.8% | +15.0% | +11.6% |
| 30D | -14.5% | -13.5% | -1.0% | -13.5% |
| 3M | +16.7% | -40.5% | +57.2% | +21.7% |
| 6M | +67.6% | -56.7% | +124.2% | +79.3% |
| YTD | +157.9% | -43.0% | +200.9% | +162.8% |
| 1Y | +116.7% | -42.5% | +159.2% | +119.4% |
| 3Y | +199.8% | +11.6% | +188.2% | +159.3% |
| All | +601.0% | +21.1% | +579.9% | +481.7% |
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 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