+36.3%
DIS vs UEC
+20.6%
+15.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.9% | +4.8% | -0.9% |
| 7D | +0.9% | +4.9% | -4.1% | +0.6% |
| 30D | +8.9% | -17.5% | +26.4% | +9.7% |
| 3M | +14.5% | -40.1% | +54.7% | +17.0% |
| 6M | +12.2% | -56.1% | +68.4% | +16.0% |
| YTD | +4.7% | -41.8% | +46.5% | +6.3% |
| 1Y | +2.8% | -44.8% | +47.6% | +4.5% |
| All | +36.3% | +20.6% | +15.8% | +26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling