+27.6%
DOC vs UEC
-51.5%
+79.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.9% | +8.0% | +3.3% |
| 7D | +8.7% | -13.8% | +22.5% | +9.5% |
| 30D | +7.6% | -23.1% | +30.7% | +9.3% |
| 3M | -5.3% | -31.5% | +26.3% | -3.3% |
| 6M | +27.6% | -51.5% | +79.1% | +39.6% |
| All | +27.6% | -51.5% | +79.2% | +39.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling