+158.3%
OVV vs UEC
+274.7%
-116.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.8% |
| 7D | +0.3% | -6.9% | +7.2% | +1.7% |
| 30D | +11.7% | +7.6% | +4.1% | +9.4% |
| 3M | +9.8% | -18.4% | +28.2% | +12.4% |
| 6M | +26.6% | -23.3% | +49.8% | +28.0% |
| YTD | +67.0% | -1.2% | +68.2% | +56.4% |
| 1Y | +55.9% | +2.3% | +53.6% | +39.2% |
| 3Y | +45.5% | +162.3% | -116.8% | -13.3% |
| All | +158.3% | +274.7% | -116.3% | +30.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling