+13.8%
DBX vs UEC
+443.2%
-429.4%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.9% | +5.4% | +0.1% |
| 7D | -7.3% | -5.2% | -2.2% | -7.0% |
| 30D | -5.7% | -22.0% | +16.3% | -3.5% |
| 3M | -6.3% | -37.0% | +30.7% | -2.1% |
| 6M | +12.1% | -52.7% | +64.8% | +19.6% |
| YTD | +16.5% | -38.6% | +55.2% | +18.0% |
| 1Y | +6.1% | -44.6% | +50.6% | +8.4% |
| 3Y | +21.8% | +27.1% | -5.4% | +3.9% |
| 5Y | +19.1% | +37.9% | -18.8% | -7.2% |
| All | +13.8% | +443.2% | -429.4% | -45.7% |
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 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