+274.6%
TRGP vs UEC
+153.0%
+121.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.0% | -1.6% | +1.3% |
| 7D | -0.6% | +2.6% | -3.2% | -0.7% |
| 30D | +14.6% | +5.6% | +9.0% | +14.1% |
| 3M | +11.9% | -5.7% | +17.6% | +11.9% |
| 6M | +25.3% | -8.0% | +33.3% | +24.5% |
| YTD | +61.9% | +1.8% | +60.1% | +58.7% |
| 1Y | +87.3% | +0.6% | +86.7% | +81.3% |
| All | +274.6% | +153.0% | +121.6% | +201.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling