+218.5%
TRU vs UEC
+607.7%
-389.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.0% | -5.8% | -3.1% |
| 7D | -7.2% | +2.6% | -9.8% | -7.5% |
| 30D | -2.8% | +5.6% | -8.4% | -3.6% |
| 3M | +13.0% | -5.7% | +18.7% | +12.6% |
| 6M | +0.7% | -8.0% | +8.7% | -0.1% |
| YTD | -9.0% | +1.8% | -10.8% | -11.6% |
| 1Y | -16.3% | +0.6% | -16.9% | -19.8% |
| 3Y | -1.1% | +155.2% | -156.2% | -18.8% |
| 5Y | -36.0% | +305.8% | -341.8% | -53.2% |
| 10Y | +139.9% | +943.0% | -803.1% | +33.1% |
| All | +218.5% | +607.7% | -389.3% | +76.8% |
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