+158.6%
GE vs UEC
+623.0%
-464.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.3% |
| 7D | +4.0% | +0.6% | +3.5% | +3.9% |
| 30D | +11.1% | -18.1% | +29.2% | +13.7% |
| 3M | -6.7% | -36.9% | +30.2% | -1.6% |
| 6M | +14.3% | -56.1% | +70.4% | +25.3% |
| YTD | +11.7% | -38.1% | +49.8% | +15.4% |
| 1Y | +10.9% | -41.7% | +52.6% | +15.0% |
| 3Y | +279.0% | +28.2% | +250.8% | +233.7% |
| 5Y | +427.0% | +31.7% | +395.3% | +330.1% |
| 10Y | +158.6% | +685.9% | -527.3% | +39.8% |
| All | +158.6% | +623.0% | -464.4% | +39.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling