+396.0%
GE vs UEC
+41.6%
+354.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +10.1% | -6.3% | +2.5% |
| 7D | +6.3% | +1.5% | +4.8% | +5.9% |
| 30D | +8.9% | -17.1% | +26.0% | +11.3% |
| 3M | -9.2% | -32.3% | +23.1% | -5.1% |
| 6M | +13.2% | -49.7% | +63.0% | +21.6% |
| YTD | +9.4% | -34.8% | +44.2% | +11.9% |
| 1Y | +9.8% | -37.5% | +47.3% | +12.5% |
| 3Y | +278.2% | +37.1% | +241.1% | +227.7% |
| 5Y | +396.0% | +44.3% | +351.7% | +300.3% |
| All | +396.0% | +41.6% | +354.4% | +300.3% |
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