+234.7%
TMUS vs UEC
+765.9%
-531.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +10.1% | -6.0% | +3.5% |
| 7D | +5.3% | +1.5% | +3.9% | +5.2% |
| 30D | +13.5% | -17.1% | +30.6% | +14.6% |
| 3M | -4.2% | -32.3% | +28.1% | -2.4% |
| 6M | -11.9% | -49.7% | +37.8% | -9.0% |
| YTD | -15.6% | -34.8% | +19.2% | -15.4% |
| 1Y | -16.8% | -37.5% | +20.8% | -16.6% |
| 3Y | +20.8% | +37.1% | -16.3% | +9.1% |
| 5Y | +48.0% | +44.3% | +3.7% | +26.7% |
| 10Y | +234.7% | +737.4% | -502.6% | +117.3% |
| All | +234.7% | +765.9% | -531.2% | +117.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling