+63.1%
DD vs UEC
+278.7%
-215.5%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.0% | -3.2% | -0.6% |
| 7D | -0.6% | +2.6% | -3.2% | -0.9% |
| 30D | -7.4% | +5.6% | -13.0% | -8.2% |
| 3M | -6.4% | -5.7% | -0.7% | -6.5% |
| 6M | -2.5% | -8.0% | +5.6% | -2.9% |
| YTD | +10.2% | +1.8% | +8.4% | +7.7% |
| 1Y | +36.9% | +0.6% | +36.3% | +32.1% |
| 3Y | +47.0% | +155.2% | -108.1% | +19.3% |
| 5Y | +63.1% | +305.8% | -242.7% | +17.7% |
| All | +63.1% | +278.7% | -215.5% | +17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling