-99.2%
MSTZ vs UEC
+36.3%
-135.4%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -5.9% | +18.8% | +8.8% |
| 7D | +25.6% | +4.9% | +20.6% | +30.6% |
| 30D | +50.6% | -17.5% | +68.0% | +37.9% |
| 3M | -64.5% | -40.1% | -24.4% | -72.5% |
| 6M | -14.0% | -56.1% | +42.1% | -38.9% |
| YTD | -76.4% | -41.8% | -34.6% | -77.0% |
| 1Y | -56.2% | -44.8% | -11.4% | -56.8% |
| All | -99.2% | +36.3% | -135.4% | -97.9% |
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