+99.2%
DE vs UEC
+293.2%
-194.0%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.3% |
| 7D | -3.0% | -0.2% | -2.9% | -3.0% |
| 30D | +11.1% | +1.9% | +9.2% | +10.6% |
| 3M | +17.6% | +8.9% | +8.7% | +15.6% |
| 6M | +13.6% | -14.5% | +28.0% | +13.8% |
| YTD | +46.3% | -0.7% | +46.9% | +43.3% |
| 1Y | +44.2% | -4.1% | +48.2% | +39.9% |
| 3Y | +76.6% | +148.9% | -72.3% | +43.9% |
| All | +99.2% | +293.2% | -194.0% | +48.0% |
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