+988.0%
TRV vs UEC
+78.8%
+909.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.0% | -4.0% | -1.2% |
| 7D | +0.5% | +2.6% | -2.1% | +0.3% |
| 30D | -4.9% | +5.6% | -10.4% | -5.3% |
| 3M | +23.7% | -5.7% | +29.5% | +23.5% |
| 6M | +20.3% | -8.0% | +28.4% | +19.7% |
| YTD | +27.1% | +1.8% | +25.3% | +25.0% |
| 1Y | +35.3% | +0.6% | +34.7% | +32.3% |
| 3Y | +139.8% | +155.2% | -15.3% | +115.6% |
| 5Y | +153.9% | +305.8% | -151.9% | +112.5% |
| 10Y | +285.9% | +943.0% | -657.1% | +179.5% |
| All | +988.0% | +78.8% | +909.2% | +590.1% |
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