+246.5%
DIA vs UEC
+994.3%
-747.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.5% |
| 7D | -1.2% | -0.2% | -1.1% | -1.2% |
| 30D | -2.7% | +1.9% | -4.6% | -3.1% |
| 3M | +3.3% | +8.9% | -5.6% | +1.9% |
| 6M | +10.4% | -14.5% | +24.9% | +10.5% |
| YTD | +10.0% | -0.7% | +10.7% | +7.9% |
| 1Y | +16.2% | -4.1% | +20.2% | +13.2% |
| 3Y | +58.7% | +148.9% | -90.2% | +35.2% |
| 5Y | +63.6% | +300.0% | -236.4% | +24.4% |
| All | +246.5% | +994.3% | -747.9% | +99.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling