+113.6%
TRMB vs UEC
+939.6%
-826.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.0% | -0.3% |
| 7D | -5.4% | -4.3% | -1.2% | -4.9% |
| 30D | -2.0% | -3.8% | +1.9% | -1.7% |
| 3M | +12.3% | +17.0% | -4.7% | +8.8% |
| 6M | -17.6% | -23.9% | +6.3% | -16.2% |
| YTD | -27.5% | -5.7% | -21.8% | -29.3% |
| 1Y | -29.1% | -12.5% | -16.6% | -31.2% |
| 3Y | +11.5% | +136.5% | -125.0% | -12.1% |
| 5Y | -39.5% | +243.3% | -282.8% | -57.9% |
| All | +113.6% | +939.6% | -826.0% | +9.9% |
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