+75.9%
MUB vs UEC
+115.6%
-39.7%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.8% | -6.7% | +0.1% |
| 7D | +0.7% | -10.2% | +10.9% | +0.7% |
| 30D | +4.4% | -26.9% | +31.3% | +4.5% |
| 3M | -0.2% | -35.7% | +35.5% | 0.0% |
| 6M | -0.6% | -56.1% | +55.5% | -0.3% |
| YTD | +0.3% | -40.8% | +41.1% | +0.5% |
| 1Y | +0.8% | -43.4% | +44.1% | +0.9% |
| 3Y | +12.0% | +25.4% | -13.3% | +11.6% |
| 5Y | +3.4% | +51.1% | -47.6% | +2.8% |
| 10Y | +20.7% | +695.4% | -674.7% | +18.5% |
| All | +75.9% | +115.6% | -39.7% | +68.3% |
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 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