-12.2%
CDW vs UEC
+5.5%
-17.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +3.0% | -8.2% | -5.2% |
| 7D | -3.9% | +2.6% | -6.5% | -3.9% |
| 30D | +6.9% | +5.6% | +1.3% | +7.0% |
| 3M | +7.7% | -5.7% | +13.4% | +7.8% |
| 6M | +18.3% | -8.0% | +26.4% | +18.0% |
| YTD | +7.8% | +1.8% | +6.0% | +5.4% |
| 1Y | -12.2% | +0.6% | -12.8% | -15.7% |
| All | -12.2% | +5.5% | -17.7% | -15.7% |
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