-28.4%
DT vs UEC
+289.3%
-317.6%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.1% | +1.0% |
| 7D | -0.5% | -0.2% | -0.4% | -0.5% |
| 30D | +0.1% | +1.9% | -1.9% | -0.5% |
| 3M | +24.1% | +8.9% | +15.2% | +21.6% |
| 6M | +30.1% | -14.5% | +44.6% | +29.9% |
| YTD | +16.8% | -0.7% | +17.4% | +12.3% |
| 1Y | -0.1% | -4.1% | +4.0% | -5.4% |
| 3Y | +6.8% | +148.9% | -142.1% | -23.0% |
| 5Y | -28.4% | +300.0% | -328.4% | -55.9% |
| All | -28.4% | +289.3% | -317.6% | -55.9% |
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