+141.9%
IAU vs UEC
+289.3%
-147.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.1% |
| 7D | +0.2% | -0.2% | +0.3% | +0.2% |
| 30D | +0.2% | +1.9% | -1.7% | 0.0% |
| 3M | +3.3% | +8.9% | -5.6% | +2.3% |
| 6M | -14.6% | -14.5% | -0.1% | -14.3% |
| YTD | +1.9% | -0.7% | +2.6% | +1.4% |
| 1Y | +20.9% | -4.1% | +24.9% | +20.1% |
| 3Y | +127.5% | +148.9% | -21.4% | +112.2% |
| 5Y | +141.9% | +300.0% | -158.1% | +120.0% |
| All | +141.9% | +289.3% | -147.3% | +120.0% |
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