-29.0%
TRMB vs UEC
-42.8%
+13.7%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.3% | +3.1% |
| 7D | +4.1% | +0.6% | +3.6% | +3.9% |
| 30D | -5.1% | -18.1% | +13.1% | -3.7% |
| 3M | -2.6% | -36.9% | +34.3% | +0.4% |
| 6M | -2.7% | -56.1% | +53.4% | +2.8% |
| YTD | -27.9% | -38.1% | +10.2% | -28.7% |
| 1Y | -29.0% | -41.7% | +12.7% | -29.1% |
| All | -29.0% | -42.8% | +13.7% | -29.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling