+366.2%
DUK vs UEC
+78.8%
+287.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.2% | +0.7% |
| 7D | +0.7% | +2.6% | -1.9% | +0.6% |
| 30D | -2.0% | +5.6% | -7.6% | -2.3% |
| 3M | +0.2% | -5.7% | +5.9% | +0.1% |
| 6M | -6.9% | -8.0% | +1.1% | -7.2% |
| YTD | +6.1% | +1.8% | +4.3% | +5.2% |
| 1Y | +4.4% | +0.6% | +3.8% | +3.1% |
| 3Y | +49.1% | +155.2% | -106.0% | +39.8% |
| 5Y | +39.6% | +305.8% | -266.2% | +25.4% |
| 10Y | +125.1% | +943.0% | -817.8% | +83.5% |
| All | +366.2% | +78.8% | +287.4% | +244.4% |
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