+2,547.9%
GWW vs UEC
+0.2%
+2,547.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.7% |
| 7D | +3.6% | -3.8% | +7.3% | +3.8% |
| 30D | +12.1% | -13.5% | +25.6% | +13.0% |
| 3M | +12.9% | -40.5% | +53.4% | +16.5% |
| 6M | +19.3% | -56.7% | +76.0% | +25.1% |
| YTD | +48.7% | -43.0% | +91.7% | +51.8% |
| 1Y | +60.5% | -42.5% | +103.0% | +63.3% |
| 3Y | +93.3% | +11.6% | +81.7% | +81.5% |
| 5Y | +219.0% | +21.8% | +197.2% | +185.9% |
| 10Y | +659.0% | +623.9% | +35.1% | +442.1% |
| All | +2,547.9% | +0.2% | +2,547.8% | +1,570.5% |
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