+41.7%
DOV vs UEC
+156.3%
-114.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.0% | -2.1% | +0.7% |
| 7D | +2.5% | +2.6% | -0.1% | +2.3% |
| 30D | -7.5% | +5.6% | -13.1% | -8.1% |
| 3M | -9.7% | -5.7% | -4.0% | -9.8% |
| 6M | -6.1% | -8.0% | +2.0% | -6.6% |
| YTD | +0.5% | +1.8% | -1.3% | -1.2% |
| 1Y | +10.5% | +0.6% | +9.9% | +7.4% |
| 3Y | +41.7% | +155.2% | -113.5% | +20.2% |
| All | +41.7% | +156.3% | -114.6% | +20.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling