+102.5%
GD vs UEC
+33.3%
+69.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.9% | +7.4% | +1.9% |
| 7D | -1.9% | -5.2% | +3.3% | -1.6% |
| 30D | +10.9% | -22.0% | +32.9% | +12.4% |
| 3M | -6.8% | -37.0% | +30.2% | -4.4% |
| 6M | +7.0% | -52.7% | +59.7% | +11.0% |
| YTD | +11.1% | -38.6% | +49.7% | +12.6% |
| 1Y | +7.0% | -44.6% | +51.6% | +9.0% |
| 3Y | +59.9% | +27.1% | +32.8% | +47.2% |
| 5Y | +102.5% | +37.9% | +64.6% | +74.1% |
| All | +102.5% | +33.3% | +69.2% | +74.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling