+279.2%
TKO vs UEC
+198.6%
+80.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.2% | +5.5% | +0.7% |
| 7D | +2.3% | -9.4% | +11.8% | +3.1% |
| 30D | -2.5% | -8.0% | +5.5% | -2.0% |
| 3M | -10.6% | -1.7% | -8.9% | -10.8% |
| 6M | -5.1% | -26.1% | +21.1% | -4.0% |
| YTD | -8.2% | -10.5% | +2.3% | -9.3% |
| 1Y | -4.4% | -13.3% | +8.8% | -5.9% |
| 3Y | +100.4% | +116.4% | -16.0% | +78.3% |
| All | +279.2% | +198.6% | +80.6% | +211.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling