+36.6%
DIS vs UEC
+765.9%
-729.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +10.1% | -8.1% | +1.0% |
| 7D | +5.3% | +1.5% | +3.8% | +5.0% |
| 30D | +10.2% | -17.1% | +27.3% | +12.1% |
| 3M | +13.5% | -32.3% | +45.9% | +17.4% |
| 6M | +11.1% | -49.7% | +60.9% | +17.5% |
| YTD | +5.5% | -34.8% | +40.3% | +7.2% |
| 1Y | +9.1% | -37.5% | +46.7% | +10.9% |
| 3Y | +36.0% | +37.1% | -1.1% | +19.6% |
| 5Y | -29.8% | +44.3% | -74.2% | -42.4% |
| 10Y | +36.6% | +737.4% | -700.8% | -20.4% |
| All | +36.6% | +765.9% | -729.3% | -20.4% |
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