+74.1%
DRI vs UEC
+47.5%
+26.6%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.8% | -7.8% | -1.4% |
| 7D | +2.8% | -10.2% | +13.1% | +3.4% |
| 30D | +13.3% | -26.9% | +40.2% | +15.2% |
| 3M | +8.2% | -35.7% | +43.9% | +10.7% |
| 6M | +17.5% | -56.1% | +73.7% | +22.5% |
| YTD | +26.9% | -40.8% | +67.7% | +28.4% |
| 1Y | +31.6% | -43.4% | +74.9% | +33.1% |
| 3Y | +67.0% | +25.4% | +41.6% | +52.0% |
| All | +74.1% | +47.5% | +26.6% | +50.8% |
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 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