+522.8%
IAU vs UEC
+73.5%
+449.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.9% |
| 7D | -0.5% | -6.9% | +6.4% | -0.2% |
| 30D | +4.4% | +7.6% | -3.2% | +4.1% |
| 3M | -1.1% | -18.4% | +17.3% | -0.5% |
| 6M | -13.7% | -23.3% | +9.6% | -13.2% |
| YTD | +2.7% | -1.2% | +3.9% | +2.4% |
| 1Y | +24.6% | +2.3% | +22.3% | +23.7% |
| 3Y | +126.8% | +162.3% | -35.4% | +115.8% |
| 5Y | +139.5% | +287.2% | -147.8% | +120.9% |
| 10Y | +226.3% | +1,009.6% | -783.4% | +180.5% |
| All | +522.8% | +73.5% | +449.2% | +395.8% |
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 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