+99.1%
DE vs UEC
+21.1%
+78.0%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.3% | -0.6% |
| 7D | +0.3% | -3.8% | +4.0% | +0.6% |
| 30D | +3.6% | -13.5% | +17.1% | +4.9% |
| 3M | +10.2% | -40.5% | +50.7% | +15.7% |
| 6M | +16.6% | -56.7% | +73.2% | +25.7% |
| YTD | +45.8% | -43.0% | +88.8% | +50.9% |
| 1Y | +43.9% | -42.5% | +86.4% | +48.1% |
| 3Y | +89.6% | +11.6% | +78.1% | +68.8% |
| All | +99.1% | +21.1% | +78.0% | +62.3% |
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