+341.2%
TGT vs UEC
+78.8%
+262.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.0% | -4.1% | -1.3% |
| 7D | -0.6% | +2.6% | -3.2% | -0.8% |
| 30D | +9.5% | +5.6% | +3.9% | +9.0% |
| 3M | +32.3% | -5.7% | +38.0% | +32.1% |
| 6M | +37.0% | -8.0% | +45.1% | +36.2% |
| YTD | +71.0% | +1.8% | +69.2% | +67.8% |
| 1Y | +85.0% | +0.6% | +84.4% | +80.2% |
| 3Y | +46.8% | +155.2% | -108.3% | +29.8% |
| 5Y | -22.7% | +305.8% | -328.5% | -36.2% |
| 10Y | +216.3% | +943.0% | -726.7% | +125.3% |
| All | +341.2% | +78.8% | +262.4% | +156.0% |
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