-34.6%
DOW vs UEC
+156.3%
-190.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.0% | -2.6% | +0.3% |
| 7D | -2.9% | +2.6% | -5.5% | -3.0% |
| 30D | +2.0% | +5.6% | -3.6% | +1.6% |
| 3M | -12.5% | -5.7% | -6.8% | -12.4% |
| 6M | -9.2% | -8.0% | -1.2% | -9.5% |
| YTD | +30.8% | +1.8% | +29.0% | +29.5% |
| 1Y | +29.4% | +0.6% | +28.8% | +27.0% |
| 3Y | -34.6% | +155.2% | -189.7% | -41.9% |
| All | -34.6% | +156.3% | -190.8% | -41.9% |
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 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