+692.8%
DHI vs UEC
+65.7%
+627.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.0% | +2.6% | -1.9% |
| 7D | -6.1% | -4.3% | -1.9% | -5.7% |
| 30D | -10.1% | -3.8% | -6.3% | -9.9% |
| 3M | -7.3% | +17.0% | -24.3% | -9.3% |
| 6M | -6.1% | -23.9% | +17.8% | -4.7% |
| YTD | -5.0% | -5.7% | +0.6% | -6.5% |
| 1Y | -22.1% | -12.5% | -9.6% | -23.7% |
| 3Y | +19.2% | +136.5% | -117.3% | 0.0% |
| 5Y | +59.4% | +243.3% | -183.9% | +20.2% |
| 10Y | +401.8% | +939.6% | -537.8% | +193.3% |
| All | +692.8% | +65.7% | +627.0% | +246.2% |
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