+1,001.8%
TER vs UEC
+765.9%
+235.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +10.1% | +2.6% | +10.5% |
| 7D | -5.8% | +1.5% | -7.2% | -5.7% |
| 30D | -38.9% | -17.1% | -21.8% | -36.2% |
| 3M | -35.1% | -32.3% | -2.8% | -29.8% |
| 6M | -31.6% | -49.7% | +18.2% | -21.8% |
| YTD | +27.2% | -34.8% | +62.0% | +38.4% |
| 1Y | +35.2% | -37.5% | +72.8% | +47.7% |
| 3Y | +192.8% | +37.1% | +155.7% | +159.2% |
| 5Y | +72.4% | +44.3% | +28.1% | +38.5% |
| 10Y | +1,001.8% | +737.4% | +264.5% | +498.7% |
| All | +1,001.8% | +765.9% | +235.9% | +498.7% |
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