+1,895.7%
TER vs UEC
+908.7%
+987.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.4% | +5.6% | +3.6% |
| 7D | +12.4% | -0.2% | +12.5% | +12.4% |
| 30D | +5.1% | +1.9% | +3.2% | +4.2% |
| 3M | +4.0% | +8.9% | -5.0% | +1.7% |
| 6M | +29.5% | -14.5% | +44.0% | +32.5% |
| YTD | +98.5% | -0.7% | +99.1% | +97.3% |
| 1Y | +234.1% | -4.1% | +238.1% | +229.5% |
| 3Y | +289.0% | +148.9% | +140.1% | +203.6% |
| 5Y | +228.2% | +300.0% | -71.8% | +116.1% |
| 10Y | +1,895.7% | +994.3% | +901.3% | +889.8% |
| All | +1,895.7% | +908.7% | +987.0% | +889.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling