+2,968.0%
MPC vs UEC
+115.6%
+2,852.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.8% | -8.0% | -2.2% |
| 7D | -16.2% | -10.2% | -5.9% | -14.9% |
| 30D | -15.7% | -26.9% | +11.2% | -12.2% |
| 3M | +24.9% | -35.7% | +60.6% | +31.7% |
| 6M | +52.7% | -56.1% | +108.8% | +67.8% |
| YTD | +131.9% | -40.8% | +172.6% | +138.7% |
| 1Y | +96.6% | -43.4% | +140.0% | +102.4% |
| 3Y | +163.8% | +25.4% | +138.4% | +122.5% |
| 5Y | +533.1% | +51.1% | +482.0% | +374.3% |
| 10Y | +1,118.6% | +695.4% | +423.2% | +481.5% |
| All | +2,968.0% | +115.6% | +2,852.4% | +1,404.1% |
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