-25.2%
GIS vs UEC
+273.6%
-298.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -5.0% | +2.0% | -3.2% |
| 7D | -8.4% | -4.3% | -4.1% | -8.5% |
| 30D | -5.2% | -3.8% | -1.4% | -5.3% |
| 3M | +8.2% | +17.0% | -8.8% | +8.7% |
| 6M | -12.0% | -23.9% | +11.9% | -12.2% |
| YTD | -18.9% | -5.7% | -13.2% | -18.6% |
| 1Y | -23.6% | -12.5% | -11.1% | -23.3% |
| 3Y | -37.6% | +136.5% | -174.1% | -36.6% |
| 5Y | -25.2% | +243.3% | -268.5% | -22.4% |
| All | -25.2% | +273.6% | -298.8% | -22.4% |
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 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