+311.2%
TPR vs UEC
+933.9%
-622.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.0% | -6.8% | -4.2% |
| 7D | -3.4% | +2.6% | -6.0% | -3.8% |
| 30D | -27.3% | +5.6% | -32.9% | -28.3% |
| 3M | -16.2% | -5.7% | -10.5% | -16.6% |
| 6M | -17.9% | -8.0% | -9.8% | -18.8% |
| YTD | -7.1% | +1.8% | -8.9% | -10.9% |
| 1Y | +13.6% | +0.6% | +13.0% | +7.7% |
| 3Y | +293.7% | +155.2% | +138.6% | +196.6% |
| 5Y | +239.1% | +305.8% | -66.7% | +110.4% |
| 10Y | +311.2% | +943.0% | -631.8% | +75.4% |
| All | +311.2% | +933.9% | -622.7% | +75.4% |
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