+415.2%
GPN vs UEC
+78.8%
+336.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.0% | -6.4% | -3.6% |
| 7D | -0.7% | +2.6% | -3.3% | -0.9% |
| 30D | +3.8% | +5.6% | -1.8% | +3.2% |
| 3M | +39.2% | -5.7% | +44.9% | +39.0% |
| 6M | +17.9% | -8.0% | +25.9% | +17.4% |
| YTD | +16.4% | +1.8% | +14.6% | +14.1% |
| 1Y | +3.6% | +0.6% | +3.0% | +0.8% |
| 3Y | -26.7% | +155.2% | -181.8% | -36.6% |
| 5Y | -44.8% | +305.8% | -350.6% | -56.1% |
| 10Y | +24.1% | +943.0% | -918.8% | -17.1% |
| All | +415.2% | +78.8% | +336.4% | +202.1% |
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 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