+15.7%
GEHC vs UEC
-46.3%
+62.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.9% | +11.3% | +6.6% |
| 7D | +13.2% | -13.8% | +27.0% | +14.1% |
| 30D | +30.6% | -23.1% | +53.7% | +32.4% |
| 3M | +22.2% | -31.5% | +53.7% | +24.6% |
| 6M | +40.8% | -51.5% | +92.3% | +46.9% |
| YTD | +4.8% | -38.4% | +43.3% | +4.5% |
| 1Y | +15.7% | -44.7% | +60.4% | +16.0% |
| All | +15.7% | -46.3% | +62.1% | +16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling