+24.4%
GH vs UEC
+289.3%
-264.9%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.6% | +1.7% |
| 7D | -0.2% | -0.2% | 0.0% | -0.2% |
| 30D | -2.6% | +1.9% | -4.6% | -3.6% |
| 3M | +25.1% | +8.9% | +16.2% | +20.7% |
| 6M | +78.5% | -14.5% | +92.9% | +79.0% |
| YTD | +59.4% | -0.7% | +60.1% | +51.3% |
| 1Y | +173.9% | -4.1% | +177.9% | +154.2% |
| 3Y | +382.7% | +148.9% | +233.8% | +202.4% |
| 5Y | +24.4% | +300.0% | -275.6% | -36.0% |
| All | +24.4% | +289.3% | -264.9% | -36.0% |
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