+83.5%
OVV vs UEC
+47.5%
+36.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.8% | -7.4% | -2.0% |
| 7D | -16.7% | -10.2% | -6.4% | -14.9% |
| 30D | -1.5% | -26.9% | +25.4% | +4.3% |
| 3M | +1.6% | -35.7% | +37.3% | +9.4% |
| 6M | +2.0% | -56.1% | +58.2% | +16.7% |
| YTD | +56.8% | -40.8% | +97.6% | +61.1% |
| 1Y | +64.8% | -43.4% | +108.2% | +69.0% |
| 3Y | +38.3% | +25.4% | +12.9% | -3.2% |
| All | +83.5% | +47.5% | +36.0% | +18.1% |
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 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