-35.6%
DOCN vs UEC
+47.5%
-83.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.8% | -4.3% | +0.4% |
| 7D | -19.2% | -10.2% | -8.9% | -16.1% |
| 30D | -43.1% | -26.9% | -16.1% | -36.9% |
| 3M | -40.7% | -35.7% | -5.0% | -32.2% |
| 6M | -55.0% | -56.1% | +1.1% | -43.7% |
| YTD | +50.6% | -40.8% | +91.4% | +67.6% |
| 1Y | +54.0% | -43.4% | +97.3% | +71.9% |
| 3Y | +203.9% | +25.4% | +178.5% | +128.2% |
| All | -35.6% | +47.5% | -83.1% | -59.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling