+773.1%
IBB vs UEC
+14.6%
+758.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +10.1% | -7.3% | +1.9% |
| 7D | +2.7% | +1.5% | +1.2% | +2.5% |
| 30D | +6.3% | -17.1% | +23.4% | +7.9% |
| 3M | +11.1% | -32.3% | +43.4% | +14.4% |
| 6M | +29.2% | -49.7% | +79.0% | +35.5% |
| YTD | +30.2% | -34.8% | +65.0% | +32.5% |
| 1Y | +39.5% | -37.5% | +77.0% | +42.0% |
| 3Y | +92.3% | +37.1% | +55.3% | +76.2% |
| 5Y | +43.0% | +44.3% | -1.3% | +24.7% |
| 10Y | +137.1% | +737.4% | -600.3% | +62.3% |
| All | +773.1% | +14.6% | +758.5% | +450.3% |
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