+77.9%
TEM vs UEC
+11.7%
+66.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.1% | -3.6% | -4.9% |
| 7D | -5.9% | -3.8% | -2.1% | -4.4% |
| 30D | +4.8% | -13.5% | +18.3% | +10.6% |
| 3M | +31.9% | -40.5% | +72.4% | +56.9% |
| 6M | +56.0% | -56.7% | +112.7% | +101.5% |
| YTD | +21.3% | -43.0% | +64.2% | +39.2% |
| 1Y | +5.4% | -42.5% | +47.9% | +19.7% |
| All | +77.9% | +11.7% | +66.1% | +38.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling