-8.4%
T vs UEC
-8.9%
+0.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.0% | +6.6% | +1.4% |
| 7D | -2.4% | -4.3% | +1.8% | -2.6% |
| 30D | +4.3% | -3.8% | +8.1% | +4.1% |
| 3M | +11.6% | +17.0% | -5.4% | +12.4% |
| 6M | -5.6% | -23.9% | +18.3% | -5.7% |
| YTD | +6.6% | -5.7% | +12.2% | +6.4% |
| 1Y | -8.4% | -12.5% | +4.2% | -9.1% |
| All | -8.4% | -8.9% | +0.5% | -9.1% |
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