-30.1%
OVV vs UEC
+4.1%
-34.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.8% | -7.4% | -1.9% |
| 7D | -16.7% | -10.2% | -6.4% | -15.0% |
| 30D | -1.5% | -26.9% | +25.4% | +3.9% |
| 3M | +1.6% | -35.7% | +37.3% | +8.9% |
| 6M | +2.0% | -56.1% | +58.2% | +15.1% |
| YTD | +56.8% | -40.8% | +97.6% | +62.6% |
| 1Y | +64.8% | -43.4% | +108.2% | +70.8% |
| 3Y | +38.3% | +25.4% | +12.9% | +12.3% |
| 5Y | +84.9% | +51.1% | +33.8% | +35.8% |
| 10Y | +54.5% | +695.4% | -640.9% | -26.6% |
| All | -30.1% | +4.1% | -34.1% | -73.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling