+122.0%
MS vs UEC
+23.6%
+98.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.9% | +5.2% | 0.0% |
| 7D | +3.7% | +4.9% | -1.2% | +2.9% |
| 30D | +2.0% | -17.5% | +19.4% | +4.2% |
| 3M | -12.6% | -40.1% | +27.6% | -7.3% |
| 6M | -0.3% | -56.1% | +55.9% | +8.8% |
| YTD | +9.0% | -41.8% | +50.8% | +13.7% |
| 1Y | +13.9% | -44.8% | +58.7% | +19.1% |
| 3Y | +173.6% | +20.6% | +153.1% | +148.1% |
| 5Y | +122.0% | +24.3% | +97.7% | +94.2% |
| All | +122.0% | +23.6% | +98.3% | +94.2% |
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