+371.7%
TPR vs UEC
+623.0%
-251.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -1.8% |
| 7D | +6.4% | +0.6% | +5.9% | +6.0% |
| 30D | +13.8% | -18.1% | +31.9% | +16.7% |
| 3M | -16.6% | -36.9% | +20.3% | -11.4% |
| 6M | +0.7% | -56.1% | +56.8% | +11.8% |
| YTD | +5.3% | -38.1% | +43.4% | +8.5% |
| 1Y | +32.4% | -41.7% | +74.1% | +37.0% |
| 3Y | +406.4% | +28.2% | +378.2% | +326.5% |
| 5Y | +227.9% | +31.7% | +196.2% | +149.6% |
| 10Y | +371.7% | +685.9% | -314.2% | +116.5% |
| All | +371.7% | +623.0% | -251.3% | +116.5% |
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 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