+37.1%
GFS vs UEC
+5.5%
+31.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.3% | -0.9% |
| 7D | +2.6% | +2.6% | +0.1% | +2.0% |
| 30D | -16.4% | +5.6% | -22.0% | -17.7% |
| 3M | -41.6% | -5.7% | -35.9% | -41.8% |
| 6M | -3.7% | -8.0% | +4.4% | -4.4% |
| YTD | +29.3% | +1.8% | +27.5% | +26.9% |
| 1Y | +37.1% | +0.6% | +36.5% | +31.3% |
| All | +37.1% | +5.5% | +31.6% | +31.3% |
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