+58.9%
IBIT vs UEC
+11.2%
+47.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +10.1% | -11.4% | -3.0% |
| 7D | -2.4% | +1.5% | -3.8% | -2.8% |
| 30D | -9.1% | -17.1% | +8.0% | -6.6% |
| 3M | +15.0% | -32.3% | +47.3% | +21.8% |
| 6M | -6.9% | -49.7% | +42.8% | +2.1% |
| YTD | -14.8% | -34.8% | +20.0% | -10.6% |
| 1Y | -28.1% | -37.5% | +9.4% | -24.4% |
| All | +58.9% | +11.2% | +47.7% | +44.8% |
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 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