+4,404.4%
DELL vs UEC
+885.8%
+3,518.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -5.2% | +17.1% | +12.8% |
| 7D | +8.2% | -9.4% | +17.7% | +9.8% |
| 30D | +17.1% | -8.0% | +25.1% | +18.2% |
| 3M | +45.2% | -1.7% | +46.9% | +45.0% |
| 6M | +286.8% | -26.1% | +312.9% | +298.5% |
| YTD | +354.8% | -10.5% | +365.3% | +350.7% |
| 1Y | +358.3% | -13.3% | +371.5% | +350.8% |
| 3Y | +724.9% | +116.4% | +608.5% | +585.8% |
| 5Y | +1,193.7% | +225.5% | +968.1% | +855.0% |
| All | +4,404.4% | +885.8% | +3,518.6% | +2,347.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling