+58.4%
OVV vs UEC
+18.1%
+40.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.8% | +0.9% |
| 7D | +8.0% | -3.8% | +11.8% | +8.2% |
| 30D | -2.0% | -13.5% | +11.5% | -1.3% |
| 3M | +5.4% | -40.5% | +45.9% | +8.7% |
| 6M | +14.3% | -56.7% | +70.9% | +20.6% |
| YTD | +69.4% | -43.0% | +112.4% | +70.6% |
| 1Y | +72.4% | -42.5% | +114.9% | +72.4% |
| 3Y | +58.4% | +11.6% | +46.8% | +28.6% |
| All | +58.4% | +18.1% | +40.3% | +28.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling