+894.1%
MSI vs UEC
+14.6%
+879.5%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +10.1% | -7.5% | +1.8% |
| 7D | +8.3% | +1.5% | +6.9% | +8.1% |
| 30D | +18.9% | -17.1% | +35.9% | +20.3% |
| 3M | +13.2% | -32.3% | +45.5% | +16.1% |
| 6M | +38.3% | -49.7% | +88.0% | +44.1% |
| YTD | +38.9% | -34.8% | +73.6% | +40.6% |
| 1Y | +36.7% | -37.5% | +74.2% | +38.3% |
| 3Y | +76.6% | +37.1% | +39.5% | +61.8% |
| 5Y | +124.5% | +44.3% | +80.2% | +95.9% |
| 10Y | +674.5% | +737.4% | -62.9% | +429.7% |
| All | +894.1% | +14.6% | +879.5% | +507.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling