+329.1%
DOV vs UEC
+616.1%
-287.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.5% |
| 7D | +3.0% | -3.8% | +6.7% | +3.4% |
| 30D | +8.6% | -13.5% | +22.1% | +10.2% |
| 3M | +1.9% | -40.5% | +42.3% | +7.3% |
| 6M | -1.7% | -56.7% | +55.0% | +6.4% |
| YTD | +8.3% | -43.0% | +51.3% | +12.3% |
| 1Y | +16.6% | -42.5% | +59.1% | +20.2% |
| 3Y | +65.1% | +11.6% | +53.6% | +49.4% |
| 5Y | +29.2% | +21.8% | +7.4% | +8.5% |
| All | +329.1% | +616.1% | -287.0% | +129.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling