+810.9%
TRGP vs UEC
+616.1%
+194.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.7% |
| 7D | +12.4% | -3.8% | +16.1% | +13.0% |
| 30D | +2.6% | -13.5% | +16.1% | +4.8% |
| 3M | +11.9% | -40.5% | +52.3% | +21.1% |
| 6M | +13.9% | -56.7% | +70.6% | +28.3% |
| YTD | +64.2% | -43.0% | +107.2% | +70.6% |
| 1Y | +78.5% | -42.5% | +121.0% | +83.7% |
| 3Y | +272.9% | +11.6% | +261.4% | +201.2% |
| 5Y | +510.7% | +21.8% | +489.0% | +333.6% |
| All | +810.9% | +616.1% | +194.8% | +225.5% |
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