+537.0%
TDG vs UEC
+885.8%
-348.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.2% | +6.4% | +1.8% |
| 7D | -1.9% | -9.4% | +7.6% | -0.8% |
| 30D | -7.7% | -8.0% | +0.3% | -7.1% |
| 3M | -9.3% | -1.7% | -7.6% | -9.7% |
| 6M | -9.4% | -26.1% | +16.8% | -7.7% |
| YTD | -14.3% | -10.5% | -3.7% | -15.5% |
| 1Y | -11.8% | -13.3% | +1.4% | -14.0% |
| 3Y | +52.0% | +116.4% | -64.4% | +24.4% |
| 5Y | +128.8% | +225.5% | -96.7% | +64.2% |
| All | +537.0% | +885.8% | -348.9% | +246.3% |
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