+1,007.9%
DRI vs UEC
+7.8%
+1,000.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.9% | +5.4% | 0.0% |
| 7D | +4.2% | -5.2% | +9.4% | +4.5% |
| 30D | +15.7% | -22.0% | +37.7% | +17.7% |
| 3M | +5.8% | -37.0% | +42.8% | +9.2% |
| 6M | +18.4% | -52.7% | +71.1% | +24.1% |
| YTD | +28.2% | -38.6% | +66.8% | +30.3% |
| 1Y | +35.9% | -44.6% | +80.5% | +38.8% |
| 3Y | +67.7% | +27.1% | +40.6% | +53.8% |
| 5Y | +77.9% | +37.9% | +40.0% | +54.3% |
| 10Y | +338.7% | +631.6% | -292.9% | +197.8% |
| All | +1,007.9% | +7.8% | +1,000.1% | +502.5% |
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 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