-8.1%
MSFU vs UEC
-44.4%
+36.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.9% | +1.6% | -3.4% |
| 7D | +4.0% | -5.2% | +9.2% | +4.7% |
| 30D | -2.3% | -22.0% | +19.7% | +1.0% |
| 3M | +7.1% | -37.0% | +44.1% | +13.4% |
| 6M | +48.9% | -52.7% | +101.6% | +60.2% |
| YTD | +2.4% | -38.6% | +41.1% | +9.8% |
| 1Y | -8.1% | -44.6% | +36.5% | +0.4% |
| All | -8.1% | -44.4% | +36.3% | +0.4% |
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