+186.4%
DD vs UEC
+73.5%
+112.9%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | -3.5% | -6.9% | +3.4% | -2.7% |
| 30D | -10.3% | +7.6% | -18.0% | -11.4% |
| 3M | -7.5% | -18.4% | +10.8% | -6.0% |
| 6M | -8.0% | -23.3% | +15.3% | -6.4% |
| YTD | +10.5% | -1.2% | +11.7% | +8.3% |
| 1Y | +38.3% | +2.3% | +36.0% | +33.0% |
| 3Y | +42.5% | +162.3% | -119.8% | +16.5% |
| 5Y | +60.2% | +287.2% | -227.1% | +16.6% |
| 10Y | +68.9% | +1,009.6% | -940.8% | -6.5% |
| All | +186.4% | +73.5% | +112.9% | +40.9% |
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