+319.5%
CDW vs UEC
+765.9%
-446.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +10.1% | -5.3% | +3.8% |
| 7D | +9.3% | +1.5% | +7.8% | +9.0% |
| 30D | +15.8% | -17.1% | +32.9% | +17.7% |
| 3M | +21.8% | -32.3% | +54.1% | +26.2% |
| 6M | +58.8% | -49.7% | +108.5% | +68.1% |
| YTD | +22.8% | -34.8% | +57.5% | +24.1% |
| 1Y | +17.9% | -37.5% | +55.5% | +19.2% |
| 3Y | -17.4% | +37.1% | -54.5% | -27.7% |
| 5Y | -5.7% | +44.3% | -50.1% | -23.3% |
| 10Y | +319.5% | +737.4% | -417.9% | +156.0% |
| All | +319.5% | +765.9% | -446.4% | +156.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling