+61.0%
IBIT vs UEC
+1.0%
+60.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.8% | -7.1% | -1.5% |
| 7D | -1.1% | -10.2% | +9.1% | +0.6% |
| 30D | -9.2% | -26.9% | +17.8% | -4.6% |
| 3M | +17.5% | -35.7% | +53.2% | +25.6% |
| 6M | -7.2% | -56.1% | +49.0% | +4.2% |
| YTD | -13.6% | -40.8% | +27.1% | -7.9% |
| 1Y | -25.1% | -43.4% | +18.3% | -19.9% |
| All | +61.0% | +1.0% | +60.0% | +49.2% |
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