+70.4%
DRI vs UEC
+278.7%
-208.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.0% | -4.9% | -2.0% |
| 7D | -1.2% | +2.6% | -3.8% | -1.4% |
| 30D | -0.4% | +5.6% | -6.0% | -0.9% |
| 3M | +9.5% | -5.7% | +15.2% | +9.3% |
| 6M | +6.5% | -8.0% | +14.5% | +5.8% |
| YTD | +18.4% | +1.8% | +16.6% | +16.3% |
| 1Y | +4.2% | +0.6% | +3.6% | +1.6% |
| 3Y | +57.1% | +155.2% | -98.1% | +37.8% |
| 5Y | +70.4% | +305.8% | -235.4% | +41.9% |
| All | +70.4% | +278.7% | -208.2% | +41.9% |
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