+33.9%
TER vs UEC
-40.9%
+74.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +10.1% | +2.6% | +7.6% |
| 7D | -5.8% | +1.5% | -7.2% | -5.9% |
| 30D | -38.9% | -17.1% | -21.8% | -33.0% |
| 3M | -35.1% | -32.3% | -2.8% | -23.3% |
| 6M | -31.6% | -49.7% | +18.2% | -9.1% |
| YTD | +27.2% | -34.8% | +62.0% | +47.1% |
| All | +33.9% | -40.9% | +74.8% | +58.5% |
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