+22.3%
DBX vs UEC
+774.2%
-751.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.5% |
| 7D | -2.4% | -6.9% | +4.5% | -1.6% |
| 30D | -0.5% | +7.6% | -8.1% | -1.6% |
| 3M | +28.1% | -18.4% | +46.4% | +29.9% |
| 6M | +33.1% | -23.3% | +56.4% | +34.1% |
| YTD | +25.3% | -1.2% | +26.5% | +20.9% |
| 1Y | +18.3% | +2.3% | +16.0% | +12.0% |
| 3Y | +25.0% | +162.3% | -137.3% | -2.5% |
| 5Y | +7.5% | +287.2% | -279.7% | -27.3% |
| All | +22.3% | +774.2% | -751.9% | -44.4% |
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