+319.1%
DELL vs UEC
-1.0%
+320.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.5% |
| 7D | +14.9% | -6.9% | +21.8% | +16.5% |
| 30D | +13.3% | +7.6% | +5.6% | +11.5% |
| 3M | +24.4% | -18.4% | +42.8% | +26.3% |
| 6M | +258.0% | -23.3% | +281.3% | +262.5% |
| YTD | +320.2% | -1.2% | +321.4% | +308.2% |
| 1Y | +319.1% | +2.3% | +316.8% | +322.3% |
| All | +319.1% | -1.0% | +320.1% | +322.3% |
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 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