+16.4%
DOV vs UEC
+289.3%
-272.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.5% |
| 7D | +1.3% | -0.2% | +1.5% | +1.3% |
| 30D | -8.6% | +1.9% | -10.6% | -9.0% |
| 3M | -13.1% | +8.9% | -22.1% | -14.3% |
| 6M | -8.8% | -14.5% | +5.6% | -8.7% |
| YTD | -1.2% | -0.7% | -0.5% | -3.1% |
| 1Y | +10.7% | -4.1% | +14.8% | +7.7% |
| 3Y | +39.3% | +148.9% | -109.6% | +16.8% |
| 5Y | +16.4% | +300.0% | -283.6% | -8.6% |
| All | +16.4% | +289.3% | -272.8% | -8.6% |
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 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