+64.1%
DIA vs UEC
+278.7%
-214.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.0% | -4.2% | -1.4% |
| 7D | +0.1% | +2.6% | -2.5% | -0.2% |
| 30D | -2.1% | +5.6% | -7.7% | -2.6% |
| 3M | +4.2% | -5.7% | +9.9% | +4.0% |
| 6M | +11.9% | -8.0% | +19.9% | +11.3% |
| YTD | +10.8% | +1.8% | +9.0% | +8.9% |
| 1Y | +17.5% | +0.6% | +16.9% | +14.6% |
| 3Y | +59.9% | +155.2% | -95.2% | +39.3% |
| 5Y | +64.1% | +305.8% | -241.7% | +34.8% |
| All | +64.1% | +278.7% | -214.5% | +34.8% |
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