+4,681.2%
DELL vs UEC
+930.4%
+3,750.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.5% |
| 7D | +14.9% | -6.9% | +21.8% | +16.2% |
| 30D | +13.3% | +7.6% | +5.6% | +11.7% |
| 3M | +24.4% | -18.4% | +42.8% | +27.5% |
| 6M | +258.0% | -23.3% | +281.3% | +266.2% |
| YTD | +320.2% | -1.2% | +321.4% | +310.4% |
| 1Y | +319.1% | +2.3% | +316.8% | +301.9% |
| 3Y | +706.5% | +162.3% | +544.3% | +551.9% |
| 5Y | +1,071.9% | +287.2% | +784.7% | +741.2% |
| 10Y | +4,683.5% | +1,009.6% | +3,673.9% | +2,493.2% |
| All | +4,681.2% | +930.4% | +3,750.9% | +2,548.7% |
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