+938.2%
MU vs UEC
+21.1%
+917.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.5% | -2.0% |
| 7D | +12.8% | -3.8% | +16.6% | +13.8% |
| 30D | -14.9% | -13.5% | -1.4% | -11.5% |
| 3M | -18.0% | -40.5% | +22.4% | -8.1% |
| 6M | -3.1% | -56.7% | +53.5% | +15.6% |
| YTD | +172.9% | -43.0% | +215.9% | +205.4% |
| 1Y | +228.8% | -42.5% | +271.4% | +265.7% |
| 3Y | +950.8% | +11.6% | +939.3% | +858.0% |
| All | +938.2% | +21.1% | +917.2% | +712.5% |
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