+4,271.9%
MU vs UEC
+765.9%
+3,506.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +10.1% | -3.9% | +4.2% |
| 7D | -12.0% | +1.5% | -13.5% | -12.0% |
| 30D | -28.7% | -17.1% | -11.7% | -25.7% |
| 3M | -16.4% | -32.3% | +15.9% | -9.9% |
| 6M | -1.8% | -49.7% | +47.9% | +11.9% |
| YTD | +157.1% | -34.8% | +191.8% | +176.3% |
| 1Y | +208.5% | -37.5% | +246.0% | +232.9% |
| 3Y | +906.2% | +37.1% | +869.1% | +783.0% |
| 5Y | +893.4% | +44.3% | +849.1% | +689.0% |
| 10Y | +4,271.9% | +737.4% | +3,534.5% | +1,967.3% |
| All | +4,271.9% | +765.9% | +3,506.0% | +1,967.3% |
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