+41.7%
TGT vs UEC
+134.5%
-92.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.0% | +3.9% | -0.9% |
| 7D | -5.0% | -4.3% | -0.8% | -4.9% |
| 30D | +3.0% | -3.8% | +6.9% | +3.1% |
| 3M | +22.6% | +17.0% | +5.6% | +21.6% |
| 6M | +31.2% | -23.9% | +55.1% | +31.7% |
| YTD | +63.7% | -5.7% | +69.4% | +61.1% |
| 1Y | +78.5% | -12.5% | +91.0% | +75.1% |
| All | +41.7% | +134.5% | -92.8% | +26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling