+436.7%
GE vs UEC
+278.7%
+158.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.0% | -3.7% | -1.0% |
| 7D | +1.2% | +2.6% | -1.4% | +0.8% |
| 30D | -9.5% | +5.6% | -15.1% | -10.4% |
| 3M | +4.1% | -5.7% | +9.8% | +3.9% |
| 6M | +3.9% | -8.0% | +12.0% | +3.2% |
| YTD | +9.0% | +1.8% | +7.2% | +5.9% |
| 1Y | +21.9% | +0.6% | +21.3% | +17.0% |
| 3Y | +281.8% | +155.2% | +126.6% | +209.4% |
| 5Y | +436.7% | +305.8% | +130.9% | +301.8% |
| All | +436.7% | +278.7% | +158.1% | +301.8% |
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 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