+3,290.5%
DELL vs UEC
+507.1%
+2,783.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.9% | +5.3% | +0.3% |
| 7D | +17.1% | +4.9% | +12.2% | +16.2% |
| 30D | -35.1% | -17.5% | -17.6% | -32.8% |
| 3M | -23.3% | -40.1% | +16.9% | -16.9% |
| 6M | +55.8% | -56.1% | +111.9% | +75.6% |
| YTD | +198.0% | -41.8% | +239.8% | +216.8% |
| 1Y | +166.6% | -44.8% | +211.4% | +184.5% |
| 3Y | +427.6% | +20.6% | +407.1% | +381.3% |
| 5Y | +630.6% | +24.3% | +606.3% | +522.4% |
| 10Y | +2,866.3% | +639.1% | +2,227.2% | +1,584.2% |
| All | +3,290.5% | +507.1% | +2,783.4% | +1,944.5% |
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