-3.5%
MSFU vs UEC
-46.3%
+42.8%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -4.9% | +18.4% | +14.2% |
| 7D | +8.2% | -13.8% | +22.0% | +10.5% |
| 30D | +10.2% | -23.1% | +33.3% | +14.2% |
| 3M | +22.9% | -31.5% | +54.4% | +28.7% |
| 6M | +63.2% | -51.5% | +114.7% | +75.7% |
| YTD | +11.7% | -38.4% | +50.2% | +18.4% |
| 1Y | -3.5% | -44.7% | +41.2% | +4.0% |
| All | -3.5% | -46.3% | +42.8% | +4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling