+2,417.1%
MSCI vs UEC
+168.4%
+2,248.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -0.4% |
| 3M | -7.1% | -18.4% | +11.3% | -6.2% |
| 6M | +0.8% | -23.3% | +24.1% | +1.6% |
| YTD | +1.0% | -1.2% | +2.2% | -1.1% |
| 1Y | +4.3% | +2.3% | +2.0% | +0.9% |
| 3Y | +9.9% | +162.3% | -152.3% | -6.6% |
| 5Y | -6.8% | +287.2% | -294.0% | -27.2% |
| 10Y | +614.7% | +1,009.6% | -395.0% | +354.7% |
| All | +2,417.1% | +168.4% | +2,248.8% | +1,410.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling