-73.2%
DOCS vs UEC
+274.7%
-347.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.0% | -2.8% |
| 7D | -1.4% | -6.9% | +5.5% | +0.1% |
| 30D | +21.8% | +7.6% | +14.2% | +19.3% |
| 3M | +27.3% | -18.4% | +45.7% | +30.5% |
| 6M | -0.3% | -23.3% | +22.9% | +1.7% |
| YTD | -40.5% | -1.2% | -39.3% | -44.2% |
| 1Y | -61.5% | +2.3% | -63.8% | -65.5% |
| 3Y | +8.2% | +162.3% | -154.1% | -33.8% |
| All | -73.2% | +274.7% | -347.9% | -86.7% |
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