+30.8%
TRMB vs UEC
+27.4%
+3.5%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.9% | +6.0% | +0.7% |
| 7D | -16.6% | -5.2% | -11.4% | -16.1% |
| 30D | -8.9% | -22.0% | +13.1% | -6.9% |
| 3M | -6.3% | -37.0% | +30.7% | -2.6% |
| 6M | -10.0% | -52.7% | +42.8% | -4.5% |
| YTD | -30.1% | -38.6% | +8.5% | -28.8% |
| 1Y | -31.3% | -44.6% | +13.3% | -29.5% |
| 3Y | +30.8% | +27.1% | +3.7% | +20.6% |
| All | +30.8% | +27.4% | +3.5% | +20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling