-18.0%
GIS vs UEC
-1.0%
-17.0%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.7% | -2.5% |
| 7D | -7.8% | -6.9% | -0.9% | -8.2% |
| 30D | +6.6% | +7.6% | -1.1% | +7.0% |
| 3M | +21.0% | -18.4% | +39.4% | +20.4% |
| 6M | -9.1% | -23.3% | +14.2% | -9.4% |
| YTD | -13.6% | -1.2% | -12.4% | -12.0% |
| 1Y | -18.0% | +2.3% | -20.3% | -14.3% |
| All | -18.0% | -1.0% | -17.0% | -14.3% |
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