+50.2%
TDG vs UEC
+134.5%
-84.3%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.1% | +0.4% |
| 7D | -2.7% | -4.3% | +1.6% | -2.4% |
| 30D | -9.3% | -3.8% | -5.4% | -9.2% |
| 3M | -7.1% | +17.0% | -24.0% | -8.1% |
| 6M | -11.2% | -23.9% | +12.7% | -10.6% |
| YTD | -15.3% | -5.7% | -9.6% | -16.1% |
| 1Y | -12.5% | -12.5% | +0.1% | -13.6% |
| All | +50.2% | +134.5% | -84.3% | +29.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling