+238.5%
MTSI vs UEC
+39.8%
+198.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +0.8% | +9.5% | +10.1% |
| 7D | +7.2% | +0.6% | +6.6% | +7.5% |
| 30D | -18.4% | -18.1% | -0.3% | -14.1% |
| 3M | -16.7% | -36.9% | +20.2% | -7.4% |
| 6M | -31.7% | -56.1% | +24.4% | -18.7% |
| YTD | +45.9% | -38.1% | +84.0% | +58.4% |
| 1Y | +47.0% | -41.7% | +88.7% | +61.2% |
| 3Y | +224.1% | +28.2% | +195.9% | +178.6% |
| 5Y | +238.5% | +31.7% | +206.8% | +148.4% |
| All | +238.5% | +39.8% | +198.7% | +148.4% |
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