+2,172.3%
TER vs UEC
+73.5%
+2,098.7%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.3% | +5.2% | +5.4% |
| 7D | +0.6% | -6.9% | +7.6% | +1.9% |
| 30D | -8.3% | +7.6% | -15.9% | -9.8% |
| 3M | -12.2% | -18.4% | +6.2% | -9.6% |
| 6M | +17.1% | -23.3% | +40.3% | +21.6% |
| YTD | +84.7% | -1.2% | +85.9% | +84.0% |
| 1Y | +199.9% | +2.3% | +197.6% | +193.7% |
| 3Y | +232.8% | +162.3% | +70.5% | +168.5% |
| 5Y | +198.6% | +287.2% | -88.7% | +111.6% |
| 10Y | +1,669.7% | +1,009.6% | +660.1% | +823.6% |
| All | +2,172.3% | +73.5% | +2,098.7% | +807.3% |
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