+95.4%
TRMB vs UEC
+616.1%
-520.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.7% | 0.0% |
| 7D | +2.8% | -3.8% | +6.6% | +3.3% |
| 30D | -5.9% | -13.5% | +7.7% | -4.1% |
| 3M | -3.3% | -40.5% | +37.2% | +3.3% |
| 6M | +1.3% | -56.7% | +58.0% | +11.9% |
| YTD | -29.0% | -43.0% | +14.0% | -26.0% |
| 1Y | -27.8% | -42.5% | +14.8% | -25.2% |
| 3Y | +36.3% | +11.6% | +24.7% | +19.8% |
| 5Y | -35.8% | +21.8% | -57.6% | -48.3% |
| All | +95.4% | +616.1% | -520.8% | +8.8% |
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