+227.7%
GDX vs UEC
+278.7%
-51.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.0% | -3.9% | -1.5% |
| 7D | +4.0% | +2.6% | +1.4% | +3.4% |
| 30D | +9.5% | +5.6% | +3.9% | +8.0% |
| 3M | +25.1% | -5.7% | +30.8% | +25.6% |
| 6M | -2.9% | -8.0% | +5.1% | -2.5% |
| YTD | +14.7% | +1.8% | +12.9% | +13.1% |
| 1Y | +47.4% | +0.6% | +46.8% | +44.4% |
| 3Y | +259.7% | +155.2% | +104.5% | +187.7% |
| 5Y | +227.7% | +305.8% | -78.1% | +141.0% |
| All | +227.7% | +278.7% | -51.0% | +141.0% |
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