+752.3%
TD vs UEC
+73.5%
+678.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.6% | -1.4% |
| 7D | +0.3% | -6.9% | +7.2% | +1.0% |
| 30D | +0.4% | +7.6% | -7.3% | -0.5% |
| 3M | +7.6% | -18.4% | +26.0% | +8.9% |
| 6M | +25.0% | -23.3% | +48.3% | +26.4% |
| YTD | +31.0% | -1.2% | +32.2% | +28.6% |
| 1Y | +65.2% | +2.3% | +62.9% | +60.1% |
| 3Y | +122.5% | +162.3% | -39.8% | +89.3% |
| 5Y | +124.8% | +287.2% | -162.4% | +73.6% |
| 10Y | +298.2% | +1,009.6% | -711.4% | +145.7% |
| All | +752.3% | +73.5% | +678.7% | +330.6% |
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