+12.6%
GFS vs UEC
-47.1%
+59.7%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.8% | -0.6% | +4.4% |
| 7D | -7.8% | -10.2% | +2.4% | -5.1% |
| 30D | -19.7% | -26.9% | +7.3% | -13.1% |
| 3M | -23.1% | -35.7% | +12.6% | -14.9% |
| 6M | -46.4% | -56.1% | +9.7% | -36.8% |
| YTD | +11.0% | -40.8% | +51.8% | +22.1% |
| 1Y | +12.6% | -43.4% | +56.0% | +24.3% |
| All | +12.6% | -47.1% | +59.7% | +24.3% |
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 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