+33.5%
TRV vs UEC
-11.8%
+45.4%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +0.4% |
| 7D | -1.5% | -4.3% | +2.8% | -1.6% |
| 30D | -1.8% | -3.8% | +2.0% | -1.8% |
| 3M | +21.6% | +17.0% | +4.6% | +22.4% |
| 6M | +22.5% | -23.9% | +46.4% | +22.2% |
| YTD | +28.1% | -5.7% | +33.8% | +29.4% |
| All | +33.5% | -11.8% | +45.4% | +33.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling