+852.2%
GRMN vs UEC
+73.5%
+778.7%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.3% | -0.1% |
| 7D | -2.9% | -6.9% | +4.1% | -2.2% |
| 30D | -8.4% | +7.6% | -16.1% | -9.2% |
| 3M | +15.0% | -18.4% | +33.4% | +16.2% |
| 6M | +11.2% | -23.3% | +34.5% | +12.4% |
| YTD | +37.7% | -1.2% | +38.9% | +35.4% |
| 1Y | +18.5% | +2.3% | +16.2% | +15.0% |
| 3Y | +175.8% | +162.3% | +13.5% | +137.5% |
| 5Y | +75.1% | +287.2% | -212.2% | +38.6% |
| 10Y | +637.0% | +1,009.6% | -372.6% | +376.7% |
| All | +852.2% | +73.5% | +778.7% | +399.9% |
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