-25.8%
DPZ vs UEC
+42.4%
-68.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -9.9% | +10.2% | +0.9% |
| 7D | +9.5% | -20.5% | +30.0% | +11.0% |
| 30D | +12.8% | -35.9% | +48.7% | +15.8% |
| 3M | -6.2% | -39.6% | +33.3% | -3.7% |
| 6M | +4.3% | -55.3% | +59.6% | +8.6% |
| YTD | -16.6% | -44.5% | +27.9% | -15.6% |
| 1Y | -12.8% | -50.4% | +37.6% | -11.2% |
| 3Y | -0.8% | +12.1% | -12.9% | -9.6% |
| 5Y | -25.8% | +41.5% | -67.3% | -37.5% |
| All | -25.8% | +42.4% | -68.2% | -37.5% |
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