+543.4%
DVA vs UEC
+78.8%
+464.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.0% | -5.2% | -2.3% |
| 7D | +2.2% | +2.6% | -0.4% | +2.1% |
| 30D | -2.0% | +5.6% | -7.6% | -2.5% |
| 3M | -6.3% | -5.7% | -0.5% | -6.4% |
| 6M | +19.4% | -8.0% | +27.5% | +18.9% |
| YTD | +58.5% | +1.8% | +56.7% | +56.3% |
| 1Y | +33.9% | +0.6% | +33.3% | +31.3% |
| 3Y | +88.4% | +155.2% | -66.7% | +71.3% |
| 5Y | +39.5% | +305.8% | -266.3% | +19.7% |
| 10Y | +179.5% | +943.0% | -763.5% | +112.9% |
| All | +543.4% | +78.8% | +464.6% | +361.6% |
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