+6,048.6%
MU vs UEC
+4.1%
+6,044.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +6.8% | -1.7% | +4.0% |
| 7D | -22.0% | -10.2% | -11.8% | -20.3% |
| 30D | -36.6% | -26.9% | -9.6% | -32.9% |
| 3M | -21.7% | -35.7% | +14.0% | -16.0% |
| 6M | +3.5% | -56.1% | +59.7% | +18.2% |
| YTD | +141.9% | -40.8% | +182.7% | +161.3% |
| 1Y | +189.8% | -43.4% | +233.2% | +214.3% |
| 3Y | +855.4% | +25.4% | +830.0% | +770.2% |
| 5Y | +869.2% | +51.1% | +818.1% | +695.0% |
| 10Y | +4,142.8% | +695.4% | +3,447.4% | +2,197.7% |
| All | +6,048.6% | +4.1% | +6,044.5% | +2,460.4% |
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 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