+411.9%
GPC vs UEC
+73.5%
+338.3%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.9% | +1.1% |
| 7D | +1.2% | -6.9% | +8.1% | +1.7% |
| 30D | +6.0% | +7.6% | -1.7% | +5.3% |
| 3M | +42.6% | -18.4% | +61.0% | +43.8% |
| 6M | +22.8% | -23.3% | +46.0% | +23.7% |
| YTD | +15.5% | -1.2% | +16.7% | +13.9% |
| 1Y | +2.0% | +2.3% | -0.3% | -0.3% |
| 3Y | -1.4% | +162.3% | -163.7% | -12.3% |
| 5Y | +30.6% | +287.2% | -256.7% | +8.6% |
| 10Y | +80.6% | +1,009.6% | -929.0% | +29.4% |
| All | +411.9% | +73.5% | +338.3% | +248.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling