-13.6%
MSFU vs UEC
-46.0%
+32.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.9% | +6.8% | +1.8% |
| 7D | -4.9% | +4.9% | -9.9% | -5.7% |
| 30D | -9.1% | -17.5% | +8.4% | -6.6% |
| 3M | +8.7% | -40.1% | +48.8% | +16.0% |
| 6M | +48.3% | -56.1% | +104.4% | +61.4% |
| YTD | -1.6% | -41.8% | +40.2% | +6.0% |
| 1Y | -13.6% | -44.8% | +31.2% | -6.6% |
| All | -13.6% | -46.0% | +32.4% | -6.6% |
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