-10.1%
TAP vs UEC
-46.0%
+36.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.9% | +5.6% | -0.7% |
| 7D | -6.3% | +4.9% | -11.3% | -5.9% |
| 30D | +2.7% | -17.5% | +20.2% | +1.8% |
| 3M | -3.7% | -40.1% | +36.4% | -5.9% |
| 6M | -2.0% | -56.1% | +54.1% | -4.7% |
| YTD | -12.3% | -41.8% | +29.4% | -12.4% |
| 1Y | -10.1% | -44.8% | +34.7% | -10.2% |
| All | -10.1% | -46.0% | +36.0% | -10.2% |
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 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