+199.8%
TER vs UEC
-1.0%
+200.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.3% | +5.2% | +5.3% |
| 7D | +0.6% | -6.9% | +7.5% | +3.5% |
| 30D | -8.3% | +7.6% | -16.0% | -12.1% |
| 3M | -12.2% | -18.4% | +6.1% | -7.1% |
| 6M | +17.0% | -23.3% | +40.3% | +24.2% |
| YTD | +84.6% | -1.2% | +85.8% | +85.6% |
| 1Y | +199.8% | +2.3% | +197.5% | +186.8% |
| All | +199.8% | -1.0% | +200.8% | +186.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling