+800.7%
MSCI vs UEC
+696.7%
+104.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.9% | +7.5% | +2.2% |
| 7D | +2.7% | -5.2% | +7.8% | +3.0% |
| 30D | +16.2% | -22.0% | +38.2% | +18.8% |
| 3M | +17.1% | -37.0% | +54.1% | +21.8% |
| 6M | +13.0% | -52.7% | +65.7% | +20.0% |
| YTD | +15.8% | -38.6% | +54.4% | +17.8% |
| 1Y | +15.5% | -44.6% | +60.1% | +18.3% |
| 3Y | +32.3% | +27.1% | +5.2% | +16.2% |
| 5Y | +8.2% | +37.9% | -29.7% | -11.8% |
| 10Y | +800.7% | +631.6% | +169.1% | +404.6% |
| All | +800.7% | +696.7% | +104.0% | +404.6% |
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