+477.8%
MTSI vs UEC
+696.7%
-218.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.9% | +4.4% | -0.2% |
| 7D | -3.8% | -5.2% | +1.3% | -2.3% |
| 30D | -31.4% | -22.0% | -9.4% | -27.1% |
| 3M | -23.8% | -37.0% | +13.2% | -15.6% |
| 6M | -37.1% | -52.7% | +15.6% | -26.6% |
| YTD | +32.2% | -38.6% | +70.8% | +43.5% |
| 1Y | +26.9% | -44.6% | +71.5% | +40.4% |
| 3Y | +193.7% | +27.1% | +166.6% | +153.1% |
| 5Y | +218.0% | +37.9% | +180.2% | +142.1% |
| 10Y | +477.8% | +631.6% | -153.9% | +171.5% |
| All | +477.8% | +696.7% | -218.9% | +171.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling