+748.2%
DOV vs UEC
+73.5%
+674.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.7% | +0.9% |
| 7D | -2.7% | -6.9% | +4.3% | -1.9% |
| 30D | -8.1% | +7.6% | -15.7% | -9.0% |
| 3M | -9.4% | -18.4% | +9.0% | -8.2% |
| 6M | -12.6% | -23.3% | +10.7% | -11.5% |
| YTD | -0.5% | -1.2% | +0.7% | -2.4% |
| 1Y | +9.2% | +2.3% | +6.9% | +5.5% |
| 3Y | +34.1% | +162.3% | -128.2% | +12.8% |
| 5Y | +17.3% | +287.2% | -270.0% | -10.8% |
| 10Y | +284.9% | +1,009.6% | -724.7% | +131.1% |
| All | +748.2% | +73.5% | +674.7% | +311.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling