+2,174.7%
TRGP vs UEC
+77.5%
+2,097.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.4% | -1.2% |
| 7D | +0.8% | -6.9% | +7.7% | +2.0% |
| 30D | +11.5% | +7.6% | +3.9% | +9.4% |
| 3M | +9.0% | -18.4% | +27.4% | +10.8% |
| 6M | +20.5% | -23.3% | +43.8% | +21.7% |
| YTD | +59.5% | -1.2% | +60.7% | +51.9% |
| 1Y | +77.9% | +2.3% | +75.6% | +64.2% |
| 3Y | +253.6% | +162.3% | +91.3% | +151.0% |
| 5Y | +615.5% | +287.2% | +328.2% | +325.2% |
| 10Y | +897.1% | +1,009.6% | -112.5% | +295.5% |
| All | +2,174.7% | +77.5% | +2,097.1% | +835.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling