+36.3%
DIS vs UEC
+696.7%
-660.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.9% | +6.0% | +0.7% |
| 7D | +4.4% | -5.2% | +9.6% | +4.8% |
| 30D | +10.3% | -22.0% | +32.3% | +12.8% |
| 3M | +15.5% | -37.0% | +52.5% | +20.4% |
| 6M | +11.2% | -52.7% | +63.9% | +18.3% |
| YTD | +5.6% | -38.6% | +44.2% | +8.0% |
| 1Y | +7.7% | -44.6% | +52.3% | +10.9% |
| 3Y | +39.3% | +27.1% | +12.2% | +23.5% |
| 5Y | -29.5% | +37.9% | -67.4% | -41.9% |
| 10Y | +36.3% | +631.6% | -595.4% | -20.5% |
| All | +36.3% | +696.7% | -660.4% | -20.5% |
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