+606.9%
GEV vs UEC
+61.3%
+545.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.0% | +2.1% | -1.5% |
| 7D | -1.9% | -4.3% | +2.4% | -0.8% |
| 30D | -8.7% | -3.8% | -4.9% | -8.3% |
| 3M | +6.6% | +17.0% | -10.4% | +1.1% |
| 6M | +10.2% | -23.9% | +34.1% | +14.7% |
| YTD | +41.6% | -5.7% | +47.3% | +36.9% |
| 1Y | +43.9% | -12.5% | +56.4% | +37.4% |
| All | +606.9% | +61.3% | +545.6% | +441.7% |
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