+60.6%
DVA vs UEC
-46.3%
+106.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -4.9% | +10.7% | +5.8% |
| 7D | +4.7% | -13.8% | +18.5% | +4.9% |
| 30D | +7.8% | -23.1% | +30.9% | +8.2% |
| 3M | -15.5% | -31.5% | +16.0% | -15.2% |
| 6M | +25.0% | -51.5% | +76.5% | +26.4% |
| YTD | +69.6% | -38.4% | +108.0% | +73.6% |
| 1Y | +60.6% | -44.7% | +105.3% | +63.7% |
| All | +60.6% | -46.3% | +106.9% | +63.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling