-14.3%
MTZ vs UEC
-46.3%
+32.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.4% | -4.9% | -10.5% | -14.0% |
| 7D | -7.4% | -13.8% | +6.4% | -3.3% |
| 30D | -23.6% | -23.1% | -0.5% | -17.8% |
| 3M | -38.3% | -31.5% | -6.8% | -32.1% |
| 6M | -60.6% | -51.5% | -9.1% | -53.7% |
| YTD | -22.9% | -38.4% | +15.5% | -18.3% |
| 1Y | -14.3% | -44.7% | +30.4% | -7.6% |
| All | -14.3% | -46.3% | +32.1% | -7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling