+8,095.0%
TDG vs UEC
+78.8%
+8,016.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.0% | -4.5% | -1.7% |
| 7D | -0.9% | +2.6% | -3.5% | -1.2% |
| 30D | -6.5% | +5.6% | -12.1% | -7.2% |
| 3M | -5.1% | -5.7% | +0.6% | -5.2% |
| 6M | -11.5% | -8.0% | -3.5% | -12.0% |
| YTD | -13.9% | +1.8% | -15.7% | -15.6% |
| 1Y | -11.5% | +0.6% | -12.0% | -14.0% |
| 3Y | +53.7% | +155.2% | -101.5% | +32.4% |
| 5Y | +135.5% | +305.8% | -170.3% | +85.9% |
| 10Y | +535.2% | +943.0% | -407.8% | +324.0% |
| All | +8,095.0% | +78.8% | +8,016.2% | +4,369.8% |
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