+34.1%
MSCI vs UEC
+19.3%
+14.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.8% | -9.1% | -2.4% |
| 7D | +2.8% | -10.2% | +13.1% | +3.0% |
| 30D | +15.4% | -26.9% | +42.3% | +16.2% |
| 3M | +13.4% | -35.7% | +49.1% | +14.4% |
| 6M | +10.9% | -56.1% | +67.0% | +13.1% |
| YTD | +13.0% | -40.8% | +53.7% | +13.6% |
| 1Y | +12.0% | -43.4% | +55.4% | +12.6% |
| 3Y | +34.1% | +25.4% | +8.7% | +35.1% |
| All | +34.1% | +19.3% | +14.8% | +35.1% |
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