-35.9%
DOW vs UEC
+289.3%
-325.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.9% | -0.4% |
| 7D | -6.0% | -0.2% | -5.8% | -6.0% |
| 30D | -2.7% | +1.9% | -4.7% | -3.1% |
| 3M | -10.5% | +8.9% | -19.4% | -11.6% |
| 6M | -12.4% | -14.5% | +2.0% | -12.6% |
| YTD | +30.0% | -0.7% | +30.7% | +27.5% |
| 1Y | +27.8% | -4.1% | +31.9% | +24.2% |
| 3Y | -34.9% | +148.9% | -183.9% | -45.7% |
| 5Y | -35.9% | +300.0% | -335.9% | -52.5% |
| All | -35.9% | +289.3% | -325.1% | -52.5% |
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