-85.6%
MSTU vs UEC
+131.3%
-216.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.3% | -3.4% | -3.3% |
| 7D | +21.3% | -6.9% | +28.3% | +27.5% |
| 30D | +90.8% | +7.6% | +83.2% | +84.4% |
| 3M | -6.8% | -18.4% | +11.6% | +8.9% |
| 6M | -39.8% | -23.3% | -16.6% | -28.7% |
| YTD | -55.7% | -1.2% | -54.5% | -53.5% |
| 1Y | -92.7% | +2.3% | -95.0% | -93.1% |
| All | -85.6% | +131.3% | -216.8% | -92.3% |
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 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