+353.6%
DRI vs UEC
+908.7%
-555.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.4% |
| 7D | -4.8% | -0.2% | -4.6% | -4.8% |
| 30D | -3.9% | +1.9% | -5.9% | -4.4% |
| 3M | +5.1% | +8.9% | -3.8% | +3.4% |
| 6M | +5.5% | -14.5% | +20.0% | +5.3% |
| YTD | +16.5% | -0.7% | +17.2% | +13.4% |
| 1Y | +2.0% | -4.1% | +6.0% | -1.6% |
| 3Y | +54.5% | +148.9% | -94.4% | +26.4% |
| 5Y | +66.6% | +300.0% | -233.4% | +16.8% |
| 10Y | +353.6% | +994.3% | -640.7% | +116.8% |
| All | +353.6% | +908.7% | -555.1% | +116.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling