+20.7%
DHI vs UEC
+122.3%
-101.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.2% | +6.9% | +1.9% |
| 7D | -3.4% | -9.4% | +6.0% | -3.0% |
| 30D | -5.4% | -8.0% | +2.6% | -5.2% |
| 3M | -10.4% | -1.7% | -8.8% | -10.6% |
| 6M | -2.8% | -26.1% | +23.4% | -2.3% |
| YTD | -3.4% | -10.5% | +7.1% | -3.5% |
| 1Y | -22.9% | -13.3% | -9.6% | -23.4% |
| 3Y | +20.7% | +116.4% | -95.7% | +8.3% |
| All | +20.7% | +122.3% | -101.7% | +8.3% |
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