+106.1%
TRMB vs UEC
+623.0%
-516.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.3% | +3.0% |
| 7D | +4.1% | +0.6% | +3.6% | +3.8% |
| 30D | -5.1% | -18.1% | +13.1% | -2.6% |
| 3M | -2.6% | -36.9% | +34.3% | +3.2% |
| 6M | -2.7% | -56.1% | +53.4% | +7.3% |
| YTD | -27.9% | -38.1% | +10.2% | -25.8% |
| 1Y | -29.0% | -41.7% | +12.7% | -26.6% |
| 3Y | +35.0% | +28.2% | +6.8% | +16.1% |
| 5Y | -33.9% | +31.7% | -65.6% | -47.4% |
| 10Y | +106.1% | +685.9% | -579.7% | +13.0% |
| All | +106.1% | +623.0% | -516.9% | +13.0% |
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