+121.6%
IBB vs UEC
+933.9%
-812.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.0% | -5.2% | -2.5% |
| 7D | -1.7% | +2.6% | -4.2% | -1.9% |
| 30D | +4.9% | +5.6% | -0.7% | +4.1% |
| 3M | +24.2% | -5.7% | +29.9% | +24.1% |
| 6M | +23.8% | -8.0% | +31.9% | +23.0% |
| YTD | +23.0% | +1.8% | +21.2% | +20.1% |
| 1Y | +46.2% | +0.6% | +45.6% | +41.3% |
| 3Y | +64.8% | +155.2% | -90.3% | +37.0% |
| 5Y | +20.9% | +305.8% | -284.9% | -10.8% |
| 10Y | +121.6% | +943.0% | -821.4% | +31.7% |
| All | +121.6% | +933.9% | -812.3% | +31.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling