-2.0%
TRU vs UEC
+134.5%
-136.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.9% | +0.2% |
| 7D | -9.4% | -4.3% | -5.1% | -9.2% |
| 30D | -4.1% | -3.8% | -0.3% | -4.1% |
| 3M | +13.6% | +17.0% | -3.4% | +11.9% |
| 6M | +3.6% | -23.9% | +27.5% | +4.6% |
| YTD | -9.8% | -5.7% | -4.2% | -11.1% |
| 1Y | -13.6% | -12.5% | -1.1% | -15.4% |
| All | -2.0% | +134.5% | -136.5% | -19.4% |
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