+1,483.1%
TDY vs UEC
+65.7%
+1,417.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +0.7% |
| 7D | -1.9% | -4.3% | +2.4% | -1.5% |
| 30D | -12.5% | -3.8% | -8.7% | -12.4% |
| 3M | -0.8% | +17.0% | -17.8% | -2.9% |
| 6M | -9.0% | -23.9% | +14.9% | -7.6% |
| YTD | +16.8% | -5.7% | +22.4% | +15.5% |
| 1Y | +9.5% | -12.5% | +22.0% | +8.1% |
| 3Y | +45.4% | +136.5% | -91.1% | +25.0% |
| 5Y | +37.8% | +243.3% | -205.5% | +7.7% |
| 10Y | +470.2% | +939.6% | -469.4% | +253.6% |
| All | +1,483.1% | +65.7% | +1,417.4% | +840.8% |
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