+64.4%
DGX vs UEC
+273.6%
-209.2%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.0% | +3.2% | -1.7% |
| 7D | -3.5% | -4.3% | +0.8% | -3.3% |
| 30D | -2.7% | -3.8% | +1.2% | -2.6% |
| 3M | +13.9% | +17.0% | -3.1% | +13.2% |
| 6M | +16.0% | -23.9% | +39.9% | +16.4% |
| YTD | +34.9% | -5.7% | +40.6% | +34.1% |
| 1Y | +30.6% | -12.5% | +43.1% | +29.7% |
| 3Y | +93.0% | +136.5% | -43.5% | +80.5% |
| 5Y | +64.4% | +243.3% | -178.9% | +49.7% |
| All | +64.4% | +273.6% | -209.2% | +49.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling