+1,461.8%
TER vs UEC
+7.8%
+1,454.0%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.9% | +5.7% | +0.8% |
| 7D | -8.9% | -5.2% | -3.7% | -7.8% |
| 30D | -39.1% | -22.0% | -17.1% | -36.2% |
| 3M | -32.8% | -37.0% | +4.2% | -27.5% |
| 6M | -31.7% | -52.7% | +21.0% | -23.0% |
| YTD | +26.9% | -38.6% | +65.5% | +37.3% |
| 1Y | +33.6% | -44.6% | +78.2% | +46.4% |
| 3Y | +181.5% | +27.1% | +154.4% | +157.3% |
| 5Y | +76.1% | +37.9% | +38.2% | +48.4% |
| 10Y | +1,006.2% | +631.6% | +374.6% | +522.9% |
| All | +1,461.8% | +7.8% | +1,454.0% | +576.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling