+43.6%
DE vs UEC
-16.4%
+60.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.2% | +4.8% | +0.1% |
| 7D | -2.6% | -9.4% | +6.9% | -1.9% |
| 30D | +9.0% | -8.0% | +17.0% | +9.3% |
| 3M | +19.1% | -1.7% | +20.8% | +18.4% |
| 6M | +14.4% | -26.1% | +40.5% | +15.8% |
| YTD | +45.9% | -10.5% | +56.5% | +48.2% |
| 1Y | +43.6% | -13.3% | +56.9% | +42.7% |
| All | +43.6% | -16.4% | +60.0% | +42.7% |
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