+93.3%
MSFU vs UEC
+60.6%
+32.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.8% | -8.6% | -3.0% |
| 7D | +2.5% | -10.2% | +12.7% | +4.3% |
| 30D | -1.3% | -26.9% | +25.6% | +3.9% |
| 3M | +8.6% | -35.7% | +44.3% | +16.2% |
| 6M | +48.4% | -56.1% | +104.5% | +67.1% |
| YTD | +1.6% | -40.8% | +42.3% | +6.7% |
| 1Y | -5.8% | -43.4% | +37.6% | -0.8% |
| 3Y | +30.9% | +25.4% | +5.6% | +5.7% |
| All | +93.3% | +60.6% | +32.8% | +41.3% |
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 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