-7.5%
MSCI vs UEC
+274.7%
-282.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.3% |
| 7D | +0.4% | -6.9% | +7.3% | +1.0% |
| 30D | +0.6% | +7.6% | -7.1% | -0.3% |
| 3M | -7.1% | -18.4% | +11.3% | -6.0% |
| 6M | +0.8% | -23.3% | +24.1% | +1.7% |
| YTD | +1.0% | -1.2% | +2.2% | -1.3% |
| 1Y | +4.3% | +2.3% | +2.0% | +0.5% |
| 3Y | +9.9% | +162.3% | -152.3% | -11.0% |
| All | -7.5% | +274.7% | -282.2% | -29.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling