-50.4%
TAP vs UEC
+908.7%
-959.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.8% |
| 7D | -5.1% | -0.2% | -4.9% | -5.1% |
| 30D | -8.4% | +1.9% | -10.4% | -8.7% |
| 3M | -3.9% | +8.9% | -12.8% | -4.8% |
| 6M | -14.4% | -14.5% | +0.1% | -14.5% |
| YTD | -14.7% | -0.7% | -14.1% | -16.0% |
| 1Y | -18.7% | -4.1% | -14.6% | -20.4% |
| 3Y | -32.6% | +148.9% | -181.6% | -40.3% |
| 5Y | -1.4% | +300.0% | -301.4% | -20.6% |
| 10Y | -50.4% | +994.3% | -1,044.7% | -67.2% |
| All | -50.4% | +908.7% | -959.1% | -67.2% |
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