+90.1%
DVA vs UEC
+146.8%
-56.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.1% | +1.7% |
| 7D | +2.0% | -0.2% | +2.2% | +2.0% |
| 30D | -0.4% | +1.9% | -2.3% | -0.5% |
| 3M | -7.7% | +8.9% | -16.6% | -8.2% |
| 6M | +20.0% | -14.5% | +34.4% | +20.1% |
| YTD | +61.1% | -0.7% | +61.8% | +59.8% |
| 1Y | +33.9% | -4.1% | +37.9% | +32.1% |
| All | +90.1% | +146.8% | -56.7% | +67.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling