+1,208.8%
MTSI vs UEC
+194.4%
+1,014.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.4% |
| 7D | +1.4% | -6.9% | +8.3% | +2.7% |
| 30D | +2.1% | +7.6% | -5.6% | +0.4% |
| 3M | -29.7% | -18.4% | -11.3% | -27.7% |
| 6M | +12.5% | -23.3% | +35.8% | +16.0% |
| YTD | +57.0% | -1.2% | +58.2% | +53.8% |
| 1Y | +103.9% | +2.3% | +101.6% | +95.8% |
| 3Y | +223.6% | +162.3% | +61.3% | +152.7% |
| 5Y | +321.6% | +287.2% | +34.3% | +184.9% |
| 10Y | +517.7% | +1,009.6% | -491.9% | +214.5% |
| All | +1,208.8% | +194.4% | +1,014.4% | +668.7% |
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