+80.7%
GPC vs UEC
+933.9%
-853.2%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +3.0% | -5.9% | -3.2% |
| 7D | +0.2% | +2.6% | -2.4% | -0.1% |
| 30D | -0.4% | +5.6% | -6.0% | -1.1% |
| 3M | +39.2% | -5.7% | +44.9% | +39.0% |
| 6M | +18.2% | -8.0% | +26.3% | +17.5% |
| YTD | +12.1% | +1.8% | +10.3% | +9.7% |
| 1Y | -0.7% | +0.6% | -1.3% | -3.7% |
| 3Y | -1.7% | +155.2% | -156.8% | -16.7% |
| 5Y | +29.3% | +305.8% | -276.5% | -2.7% |
| 10Y | +80.7% | +943.0% | -862.3% | +6.4% |
| All | +80.7% | +933.9% | -853.2% | +6.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling