+117.6%
DT vs UEC
+1,089.7%
-972.1%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.7% |
| 7D | -3.3% | -6.9% | +3.6% | -2.3% |
| 30D | +2.0% | +7.6% | -5.6% | +0.6% |
| 3M | +20.0% | -18.4% | +38.4% | +22.4% |
| 6M | +39.3% | -23.3% | +62.6% | +41.2% |
| YTD | +19.8% | -1.2% | +20.9% | +15.2% |
| 1Y | +4.3% | +2.3% | +2.0% | -2.4% |
| 3Y | +7.7% | +162.3% | -154.6% | -21.3% |
| 5Y | -26.8% | +287.2% | -314.1% | -54.1% |
| All | +117.6% | +1,089.7% | -972.1% | -14.9% |
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 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