+4,084.3%
DXCM vs UEC
+7.8%
+4,076.5%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.9% | +4.5% | -0.8% |
| 7D | -3.7% | -5.2% | +1.5% | -3.3% |
| 30D | -5.0% | -22.0% | +17.0% | -2.7% |
| 3M | -8.8% | -37.0% | +28.2% | -4.9% |
| 6M | +31.9% | -52.7% | +84.6% | +40.2% |
| YTD | +20.4% | -38.6% | +59.0% | +23.3% |
| 1Y | +45.7% | -44.6% | +90.3% | +50.4% |
| 3Y | -15.0% | +27.1% | -42.2% | -24.3% |
| 5Y | -48.5% | +37.9% | -86.4% | -56.8% |
| 10Y | +411.2% | +631.6% | -220.4% | +212.0% |
| All | +4,084.3% | +7.8% | +4,076.5% | +2,285.8% |
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 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