+33.2%
DTE vs UEC
+273.6%
-240.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.0% | +3.7% | -1.1% |
| 7D | -2.0% | -4.3% | +2.3% | -1.9% |
| 30D | -2.4% | -3.8% | +1.4% | -2.4% |
| 3M | -7.3% | +17.0% | -24.3% | -7.9% |
| 6M | -7.6% | -23.9% | +16.3% | -7.3% |
| YTD | +5.8% | -5.7% | +11.5% | +5.3% |
| 1Y | +2.3% | -12.5% | +14.9% | +1.8% |
| 3Y | +45.0% | +136.5% | -91.5% | +36.3% |
| 5Y | +33.2% | +243.3% | -210.1% | +22.8% |
| All | +33.2% | +273.6% | -240.3% | +22.8% |
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