+457.2%
GS vs UEC
+696.7%
-239.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.9% | +6.3% | +1.3% |
| 7D | +1.6% | -5.2% | +6.7% | +2.2% |
| 30D | +1.7% | -22.0% | +23.6% | +5.0% |
| 3M | -11.6% | -37.0% | +25.4% | -6.2% |
| 6M | -1.9% | -52.7% | +50.8% | +7.4% |
| YTD | +5.1% | -38.6% | +43.7% | +9.8% |
| 1Y | +16.4% | -44.6% | +61.0% | +22.9% |
| 3Y | +199.0% | +27.1% | +171.8% | +166.6% |
| 5Y | +157.4% | +37.9% | +119.5% | +110.1% |
| 10Y | +457.2% | +631.6% | -174.4% | +190.7% |
| All | +457.2% | +696.7% | -239.4% | +190.7% |
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