+35.8%
MSCI vs UEC
+18.1%
+17.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.1% | +3.4% | +1.4% |
| 7D | +3.0% | -3.8% | +6.8% | +3.1% |
| 30D | +17.8% | -13.5% | +31.3% | +18.1% |
| 3M | +15.2% | -40.5% | +55.7% | +16.4% |
| 6M | +16.5% | -56.7% | +73.1% | +18.9% |
| YTD | +16.4% | -43.0% | +59.3% | +17.0% |
| 1Y | +16.8% | -42.5% | +59.3% | +17.3% |
| 3Y | +35.8% | +11.6% | +24.2% | +32.0% |
| All | +35.8% | +18.1% | +17.7% | +32.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling