+20.2%
MRSH vs UEC
+198.6%
-178.4%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.2% | +5.0% | -0.1% |
| 7D | -4.8% | -9.4% | +4.7% | -4.5% |
| 30D | -6.3% | -8.0% | +1.7% | -6.2% |
| 3M | +5.8% | -1.7% | +7.5% | +5.7% |
| 6M | +2.8% | -26.1% | +28.9% | +3.2% |
| YTD | -3.1% | -10.5% | +7.4% | -4.1% |
| 1Y | -11.3% | -13.3% | +2.0% | -12.5% |
| 3Y | -5.0% | +116.4% | -121.3% | -14.0% |
| All | +20.2% | +198.6% | -178.4% | +2.0% |
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