-87.2%
MSTU vs UEC
-46.3%
-40.8%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -4.9% | +15.2% | +14.5% |
| 7D | -4.8% | -13.8% | +8.9% | +8.0% |
| 30D | -29.6% | -23.1% | -6.5% | -11.5% |
| 3M | +69.4% | -31.5% | +100.9% | +135.8% |
| 6M | -62.2% | -51.5% | -10.8% | -32.3% |
| YTD | -61.1% | -38.4% | -22.6% | -42.4% |
| 1Y | -87.2% | -44.7% | -42.5% | -79.7% |
| All | -87.2% | -46.3% | -40.8% | -79.7% |
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