+2,245.4%
TJX vs UEC
+74.4%
+2,171.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.3% | -2.0% |
| 7D | -4.0% | -0.2% | -3.8% | -3.9% |
| 30D | -20.3% | +1.9% | -22.3% | -20.6% |
| 3M | -23.3% | +8.9% | -32.2% | -24.0% |
| 6M | -19.7% | -14.5% | -5.3% | -19.8% |
| YTD | -17.1% | -0.7% | -16.4% | -18.4% |
| 1Y | -8.8% | -4.1% | -4.7% | -10.5% |
| 3Y | +43.4% | +148.9% | -105.5% | +29.0% |
| 5Y | +95.2% | +300.0% | -204.8% | +64.1% |
| 10Y | +288.1% | +994.3% | -706.3% | +186.0% |
| All | +2,245.4% | +74.4% | +2,171.0% | +1,349.6% |
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