+773.5%
TD vs UEC
+2.3%
+771.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.9% | +5.6% | +0.2% |
| 7D | +0.6% | +4.9% | -4.4% | 0.0% |
| 30D | +5.0% | -17.5% | +22.4% | +6.6% |
| 3M | +1.1% | -40.1% | +41.2% | +5.5% |
| 6M | +16.5% | -56.1% | +72.6% | +24.1% |
| YTD | +34.3% | -41.8% | +76.1% | +38.0% |
| 1Y | +52.9% | -44.8% | +97.7% | +57.3% |
| 3Y | +132.2% | +20.6% | +111.7% | +112.5% |
| 5Y | +101.9% | +24.3% | +77.6% | +74.6% |
| 10Y | +302.0% | +639.1% | -337.1% | +157.3% |
| All | +773.5% | +2.3% | +771.2% | +362.0% |
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