+678.3%
DELL vs UEC
+146.8%
+531.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.8% |
| 7D | +8.7% | -0.2% | +8.9% | +8.8% |
| 30D | +16.9% | +1.9% | +15.0% | +15.9% |
| 3M | +40.4% | +8.9% | +31.5% | +36.5% |
| 6M | +267.1% | -14.5% | +281.5% | +269.2% |
| YTD | +329.1% | -0.7% | +329.8% | +308.8% |
| 1Y | +346.9% | -4.1% | +351.0% | +318.6% |
| All | +678.3% | +146.8% | +531.5% | +464.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling