+99.3%
MSI vs UEC
+278.7%
-179.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.0% | -4.1% | -1.3% |
| 7D | -5.8% | +2.6% | -8.3% | -5.9% |
| 30D | -1.0% | +5.6% | -6.6% | -1.5% |
| 3M | +14.2% | -5.7% | +19.9% | +14.0% |
| 6M | +1.0% | -8.0% | +9.1% | +0.6% |
| YTD | +21.5% | +1.8% | +19.7% | +19.3% |
| 1Y | -2.1% | +0.6% | -2.7% | -4.7% |
| 3Y | +69.3% | +155.2% | -85.8% | +45.5% |
| 5Y | +99.3% | +305.8% | -206.5% | +55.4% |
| All | +99.3% | +278.7% | -179.4% | +55.4% |
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 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