+21.2%
DIS vs UEC
+933.9%
-912.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.0% | -3.3% | -0.6% |
| 7D | -1.1% | +2.6% | -3.7% | -1.4% |
| 30D | +0.1% | +5.6% | -5.5% | -0.7% |
| 3M | +7.1% | -5.7% | +12.8% | +6.9% |
| 6M | +4.3% | -8.0% | +12.3% | +3.5% |
| YTD | -6.9% | +1.8% | -8.7% | -9.3% |
| 1Y | -10.3% | +0.6% | -10.9% | -13.6% |
| 3Y | +32.8% | +155.2% | -122.3% | +9.3% |
| 5Y | -41.5% | +305.8% | -347.3% | -57.2% |
| 10Y | +21.2% | +943.0% | -921.8% | -32.1% |
| All | +21.2% | +933.9% | -912.7% | -32.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling