+42.5%
OVV vs UEC
+765.9%
-723.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +10.1% | -10.1% | -2.4% |
| 7D | -10.7% | +1.5% | -12.2% | -11.3% |
| 30D | -5.3% | -17.1% | +11.8% | -1.8% |
| 3M | +2.4% | -32.3% | +34.7% | +10.2% |
| 6M | +5.7% | -49.7% | +55.4% | +18.7% |
| YTD | +56.8% | -34.8% | +91.5% | +59.0% |
| 1Y | +59.3% | -37.5% | +96.8% | +61.2% |
| 3Y | +49.0% | +37.1% | +11.9% | +7.1% |
| 5Y | +88.1% | +44.3% | +43.8% | +19.8% |
| 10Y | +42.5% | +737.4% | -694.8% | -54.1% |
| All | +42.5% | +765.9% | -723.4% | -54.1% |
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