+552.5%
DIA vs UEC
+73.5%
+479.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | -0.2% | -6.9% | +6.8% | +0.3% |
| 30D | -1.5% | +7.6% | -9.2% | -2.2% |
| 3M | +3.8% | -18.4% | +22.1% | +4.8% |
| 6M | +10.3% | -23.3% | +33.5% | +11.2% |
| YTD | +12.1% | -1.2% | +13.3% | +10.5% |
| 1Y | +18.6% | +2.3% | +16.3% | +15.8% |
| 3Y | +60.6% | +162.3% | -101.6% | +41.8% |
| 5Y | +64.4% | +287.2% | -222.8% | +34.9% |
| 10Y | +250.1% | +1,009.6% | -759.5% | +143.1% |
| All | +552.5% | +73.5% | +479.0% | +301.1% |
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