+539.9%
DIA vs UEC
+2.3%
+537.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.9% | +5.6% | +0.1% |
| 7D | +1.6% | +4.9% | -3.3% | +1.2% |
| 30D | +1.2% | -17.5% | +18.7% | +2.5% |
| 3M | -2.4% | -40.1% | +37.7% | +1.0% |
| 6M | +5.7% | -56.1% | +61.8% | +11.2% |
| YTD | +9.9% | -41.8% | +51.7% | +12.4% |
| 1Y | +9.8% | -44.8% | +54.6% | +12.4% |
| 3Y | +59.8% | +20.6% | +39.2% | +49.4% |
| 5Y | +57.7% | +24.3% | +33.4% | +41.2% |
| 10Y | +235.8% | +639.1% | -403.3% | +140.3% |
| All | +539.9% | +2.3% | +537.7% | +308.0% |
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