+834.9%
MSCI vs UEC
+631.2%
+203.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.9% | +4.4% | -0.9% |
| 7D | -0.7% | +4.9% | -5.6% | -1.3% |
| 30D | +16.2% | -17.5% | +33.6% | +18.1% |
| 3M | +16.1% | -40.1% | +56.3% | +21.4% |
| 6M | +12.9% | -56.1% | +69.1% | +20.9% |
| YTD | +14.8% | -41.8% | +56.6% | +17.5% |
| 1Y | +13.8% | -44.8% | +58.6% | +16.6% |
| 3Y | +31.2% | +20.6% | +10.7% | +15.9% |
| 5Y | +5.6% | +24.3% | -18.8% | -13.0% |
| All | +834.9% | +631.2% | +203.8% | +433.8% |
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