-12.9%
GWRE vs UEC
-7.4%
-5.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.4% | -2.6% | -5.0% |
| 7D | -26.2% | -0.2% | -26.0% | -26.2% |
| 30D | -17.8% | +1.9% | -19.7% | -17.8% |
| 3M | +14.2% | +8.9% | +5.3% | +14.8% |
| 6M | -12.9% | -14.5% | +1.6% | -12.7% |
| All | -12.9% | -7.4% | -5.5% | -12.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling