+183.6%
MTSI vs UEC
+47.5%
+136.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +6.8% | +4.0% | +9.2% |
| 7D | -10.0% | -10.2% | +0.3% | -7.2% |
| 30D | -37.2% | -26.9% | -10.3% | -32.1% |
| 3M | -30.1% | -35.7% | +5.6% | -22.6% |
| 6M | -31.9% | -56.1% | +24.2% | -18.9% |
| YTD | +23.2% | -40.8% | +63.9% | +35.1% |
| 1Y | +26.4% | -43.4% | +69.8% | +39.7% |
| 3Y | +186.2% | +25.4% | +160.8% | +147.3% |
| All | +183.6% | +47.5% | +136.0% | +108.0% |
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