-5.5%
TOST vs UEC
-45.1%
+39.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.5% | +3.5% |
| 7D | 0.0% | -3.8% | +3.8% | +0.1% |
| 30D | +16.2% | -13.5% | +29.7% | +16.5% |
| 3M | -1.5% | -40.5% | +38.9% | -0.6% |
| 6M | +55.3% | -56.7% | +112.0% | +57.1% |
| YTD | -2.3% | -43.0% | +40.6% | -1.4% |
| 1Y | -5.5% | -42.5% | +37.0% | -4.8% |
| All | -5.5% | -45.1% | +39.6% | -4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling