-10.4%
DOW vs UEC
+749.3%
-759.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.0% | -2.6% | +0.1% |
| 7D | -2.9% | +2.6% | -5.5% | -3.2% |
| 30D | +2.0% | +5.6% | -3.6% | +0.8% |
| 3M | -12.5% | -5.7% | -6.8% | -12.9% |
| 6M | -9.2% | -8.0% | -1.2% | -10.5% |
| YTD | +30.8% | +1.8% | +29.0% | +26.1% |
| 1Y | +29.4% | +0.6% | +28.8% | +22.6% |
| 3Y | -34.6% | +155.2% | -189.7% | -50.0% |
| 5Y | -35.9% | +305.8% | -341.7% | -60.1% |
| All | -10.4% | +749.3% | -759.7% | -69.4% |
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