-1.4%
DOW vs UEC
+416.4%
-417.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.8% | +2.5% | +3.3% |
| 7D | -0.5% | +0.6% | -1.0% | -0.8% |
| 30D | +15.7% | -18.1% | +33.8% | +18.1% |
| 3M | +5.3% | -36.9% | +42.2% | +10.5% |
| 6M | -14.2% | -56.1% | +41.9% | -6.7% |
| YTD | +43.9% | -38.1% | +82.0% | +46.9% |
| 1Y | +53.1% | -41.7% | +94.7% | +56.5% |
| 3Y | -21.8% | +28.2% | -50.0% | -34.4% |
| 5Y | -28.3% | +31.7% | -60.0% | -45.4% |
| All | -1.4% | +416.4% | -417.9% | -64.3% |
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