+336.0%
TRMB vs UEC
+73.5%
+262.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.1% |
| 7D | -2.5% | -6.9% | +4.4% | -1.7% |
| 30D | +1.5% | +7.6% | -6.1% | +0.3% |
| 3M | +6.8% | -18.4% | +25.2% | +8.4% |
| 6M | -14.9% | -23.3% | +8.3% | -13.9% |
| YTD | -24.1% | -1.2% | -22.9% | -26.1% |
| 1Y | -25.4% | +2.3% | -27.7% | -28.6% |
| 3Y | +8.0% | +162.3% | -154.3% | -12.4% |
| 5Y | -37.3% | +287.2% | -324.6% | -54.3% |
| 10Y | +116.8% | +1,009.6% | -892.8% | +22.1% |
| All | +336.0% | +73.5% | +262.5% | +101.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling