+50.8%
OVV vs UEC
+933.9%
-883.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.0% | -4.1% | -1.7% |
| 7D | -3.7% | +2.6% | -6.3% | -4.3% |
| 30D | +8.0% | +5.6% | +2.4% | +5.9% |
| 3M | +11.3% | -5.7% | +17.0% | +10.0% |
| 6M | +24.0% | -8.0% | +32.0% | +19.8% |
| YTD | +65.3% | +1.8% | +63.5% | +52.8% |
| 1Y | +60.2% | +0.6% | +59.6% | +43.1% |
| 3Y | +46.9% | +155.2% | -108.2% | -9.3% |
| 5Y | +158.7% | +305.8% | -147.1% | +25.6% |
| 10Y | +50.8% | +943.0% | -892.1% | -52.9% |
| All | +50.8% | +933.9% | -883.1% | -52.9% |
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