+2,250.8%
GWW vs UEC
+73.5%
+2,177.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.9% |
| 7D | +1.4% | -6.9% | +8.3% | +1.9% |
| 30D | +3.3% | +7.6% | -4.4% | +2.6% |
| 3M | +2.9% | -18.4% | +21.3% | +3.8% |
| 6M | +15.8% | -23.3% | +39.1% | +16.6% |
| YTD | +32.0% | -1.2% | +33.2% | +30.1% |
| 1Y | +29.9% | +2.3% | +27.6% | +26.7% |
| 3Y | +91.1% | +162.3% | -71.2% | +69.0% |
| 5Y | +223.9% | +287.2% | -63.3% | +166.9% |
| 10Y | +567.0% | +1,009.6% | -442.6% | +363.2% |
| All | +2,250.8% | +73.5% | +2,177.3% | +1,332.0% |
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