+671.3%
MSI vs UEC
+623.0%
+48.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +1.4% |
| 7D | +7.7% | +0.6% | +7.1% | +7.5% |
| 30D | +19.9% | -18.1% | +38.0% | +21.6% |
| 3M | +14.9% | -36.9% | +51.8% | +18.8% |
| 6M | +37.2% | -56.1% | +93.3% | +45.4% |
| YTD | +40.8% | -38.1% | +78.9% | +43.2% |
| 1Y | +38.1% | -41.7% | +79.8% | +40.7% |
| 3Y | +77.7% | +28.2% | +49.5% | +60.8% |
| 5Y | +129.0% | +31.7% | +97.3% | +95.1% |
| 10Y | +671.3% | +685.9% | -14.6% | +388.8% |
| All | +671.3% | +623.0% | +48.3% | +388.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling