-32.1%
TRMB vs UEC
-46.0%
+14.0%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.9% | +4.8% | -0.6% |
| 7D | +4.1% | +4.9% | -0.9% | +3.5% |
| 30D | -7.0% | -17.5% | +10.5% | -5.6% |
| 3M | -0.9% | -40.1% | +39.2% | +2.6% |
| 6M | -1.2% | -56.1% | +54.9% | +4.5% |
| YTD | -28.7% | -41.8% | +13.0% | -29.3% |
| 1Y | -32.1% | -44.8% | +12.7% | -32.0% |
| All | -32.1% | -46.0% | +14.0% | -32.0% |
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 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