+1,725.9%
DE vs UEC
+78.8%
+1,647.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.0% | -4.9% | -2.2% |
| 7D | +0.7% | +2.6% | -1.9% | +0.4% |
| 30D | +9.6% | +5.6% | +4.1% | +8.7% |
| 3M | +19.0% | -5.7% | +24.7% | +18.6% |
| 6M | +16.1% | -8.0% | +24.1% | +15.4% |
| YTD | +47.0% | +1.8% | +45.2% | +43.6% |
| 1Y | +43.1% | +0.6% | +42.6% | +38.3% |
| 3Y | +77.5% | +155.2% | -77.7% | +48.1% |
| 5Y | +96.4% | +305.8% | -209.4% | +46.6% |
| 10Y | +852.9% | +943.0% | -90.1% | +464.9% |
| All | +1,725.9% | +78.8% | +1,647.1% | +759.6% |
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