+288.7%
DOV vs UEC
+939.6%
-650.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.0% | +2.9% | -1.6% |
| 7D | -1.9% | -4.3% | +2.3% | -1.5% |
| 30D | -9.9% | -3.8% | -6.0% | -9.7% |
| 3M | -12.1% | +17.0% | -29.1% | -14.2% |
| 6M | -10.4% | -23.9% | +13.5% | -9.1% |
| YTD | -3.3% | -5.7% | +2.3% | -4.9% |
| 1Y | +7.8% | -12.5% | +20.3% | +5.6% |
| 3Y | +36.3% | +136.5% | -100.1% | +13.2% |
| 5Y | +14.8% | +243.3% | -228.5% | -15.0% |
| All | +288.7% | +939.6% | -650.9% | +93.6% |
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 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