+8.4%
GFI vs UEC
-46.3%
+54.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -4.9% | +11.2% | +8.4% |
| 7D | +1.4% | -13.8% | +15.2% | +7.7% |
| 30D | +3.0% | -23.1% | +26.1% | +14.0% |
| 3M | +10.2% | -31.5% | +41.7% | +27.6% |
| 6M | -10.1% | -51.5% | +41.4% | +17.2% |
| YTD | -11.4% | -38.4% | +27.0% | +7.7% |
| 1Y | +8.4% | -44.7% | +53.1% | +35.4% |
| All | +8.4% | -46.3% | +54.7% | +35.4% |
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