+17.7%
MS vs UEC
-45.1%
+62.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.8% | +1.1% |
| 7D | +5.1% | -3.8% | +8.8% | +5.6% |
| 30D | +5.7% | -13.5% | +19.2% | +8.0% |
| 3M | -12.2% | -40.5% | +28.3% | -5.1% |
| 6M | -0.5% | -56.7% | +56.2% | +11.5% |
| YTD | +9.8% | -43.0% | +52.8% | +14.8% |
| 1Y | +17.7% | -42.5% | +60.3% | +22.4% |
| All | +17.7% | -45.1% | +62.9% | +22.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling