+636.6%
TRGP vs UEC
+289.3%
+347.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.5% | -0.7% |
| 7D | -0.7% | -0.2% | -0.5% | -0.7% |
| 30D | +9.5% | +1.9% | +7.5% | +8.7% |
| 3M | +10.8% | +8.9% | +1.9% | +8.2% |
| 6M | +25.3% | -14.5% | +39.8% | +24.6% |
| YTD | +60.3% | -0.7% | +60.9% | +53.9% |
| 1Y | +84.6% | -4.1% | +88.6% | +74.4% |
| 3Y | +264.4% | +148.9% | +115.4% | +165.7% |
| 5Y | +636.6% | +300.0% | +336.6% | +355.4% |
| All | +636.6% | +289.3% | +347.3% | +355.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling