+316.6%
DIS vs UEC
+4.1%
+312.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.8% | -7.2% | -1.0% |
| 7D | +5.2% | -10.2% | +15.5% | +6.1% |
| 30D | +11.5% | -26.9% | +38.4% | +14.1% |
| 3M | +11.5% | -35.7% | +47.2% | +15.1% |
| 6M | +8.9% | -56.1% | +65.0% | +15.1% |
| YTD | +3.4% | -40.8% | +44.2% | +5.7% |
| 1Y | +7.2% | -43.4% | +50.6% | +9.7% |
| 3Y | +43.3% | +25.4% | +18.0% | +31.8% |
| 5Y | -31.4% | +51.1% | -82.5% | -40.6% |
| 10Y | +37.1% | +695.4% | -658.3% | -6.0% |
| All | +316.6% | +4.1% | +312.5% | +146.7% |
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