+779.7%
MSCI vs UEC
+765.9%
+13.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +10.1% | -9.3% | -0.2% |
| 7D | +1.5% | +1.5% | 0.0% | +1.1% |
| 30D | +14.4% | -17.1% | +31.5% | +16.2% |
| 3M | +15.2% | -32.3% | +47.5% | +19.0% |
| 6M | +11.2% | -49.7% | +61.0% | +17.4% |
| YTD | +13.9% | -34.8% | +48.7% | +15.3% |
| 1Y | +12.5% | -37.5% | +50.0% | +13.8% |
| 3Y | +32.3% | +37.1% | -4.8% | +15.4% |
| 5Y | +4.9% | +44.3% | -39.5% | -14.8% |
| 10Y | +779.7% | +737.4% | +42.3% | +392.7% |
| All | +779.7% | +765.9% | +13.8% | +392.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling