+627.7%
GEV vs UEC
+69.8%
+557.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.4% | -1.4% |
| 7D | +3.2% | -0.2% | +3.3% | +3.2% |
| 30D | -4.0% | +1.9% | -6.0% | -5.1% |
| 3M | +3.4% | +8.9% | -5.5% | -0.1% |
| 6M | +14.7% | -14.5% | +29.2% | +15.7% |
| YTD | +45.8% | -0.7% | +46.5% | +39.0% |
| 1Y | +57.4% | -4.1% | +61.4% | +46.5% |
| All | +627.7% | +69.8% | +557.8% | +450.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling