-44.2%
GPN vs UEC
+273.6%
-317.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.0% | +6.8% | +2.2% |
| 7D | -3.5% | -4.3% | +0.7% | -3.1% |
| 30D | +3.1% | -3.8% | +7.0% | +3.3% |
| 3M | +42.3% | +17.0% | +25.3% | +39.4% |
| 6M | +20.9% | -23.9% | +44.8% | +22.5% |
| YTD | +15.2% | -5.7% | +20.9% | +13.5% |
| 1Y | +5.4% | -12.5% | +18.0% | +3.3% |
| 3Y | -27.4% | +136.5% | -163.9% | -39.8% |
| 5Y | -44.2% | +243.3% | -287.5% | -58.1% |
| All | -44.2% | +273.6% | -317.8% | -58.1% |
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