+22.4%
IBB vs UEC
+274.7%
-252.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.1% | -0.9% |
| 7D | +1.4% | -6.9% | +8.4% | +2.1% |
| 30D | +10.5% | +7.6% | +2.8% | +9.6% |
| 3M | +23.6% | -18.4% | +42.0% | +25.2% |
| 6M | +22.6% | -23.3% | +45.9% | +24.0% |
| YTD | +25.7% | -1.2% | +26.9% | +23.4% |
| 1Y | +51.4% | +2.3% | +49.1% | +46.4% |
| 3Y | +64.4% | +162.3% | -97.9% | +36.1% |
| All | +22.4% | +274.7% | -252.3% | -8.8% |
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 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