-20.7%
IBIT vs UEC
-46.3%
+25.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.9% | +7.8% | +4.0% |
| 7D | -1.8% | -13.8% | +12.0% | +1.6% |
| 30D | -6.7% | -23.1% | +16.5% | -1.2% |
| 3M | +24.6% | -31.5% | +56.1% | +34.6% |
| 6M | -0.2% | -51.5% | +51.3% | +15.0% |
| YTD | -8.7% | -38.4% | +29.7% | -4.0% |
| 1Y | -20.7% | -44.7% | +24.0% | -15.1% |
| All | -20.7% | -46.3% | +25.6% | -15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling