+15.3%
TRMB vs UEC
+156.3%
-140.9%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.0% | -4.2% | -1.4% |
| 7D | -0.3% | +2.6% | -2.9% | -0.5% |
| 30D | -1.2% | +5.6% | -6.8% | -1.9% |
| 3M | +9.6% | -5.7% | +15.3% | +9.6% |
| 6M | -16.1% | -8.0% | -8.1% | -16.7% |
| YTD | -25.0% | +1.8% | -26.8% | -27.0% |
| 1Y | -27.7% | +0.6% | -28.3% | -30.5% |
| 3Y | +15.3% | +155.2% | -139.9% | -7.5% |
| All | +15.3% | +156.3% | -140.9% | -7.5% |
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