+10.6%
IBKR vs UEC
-46.3%
+57.0%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.9% | +5.4% | +1.9% |
| 7D | -6.8% | -13.8% | +7.0% | -3.0% |
| 30D | -12.5% | -23.1% | +10.6% | -6.5% |
| 3M | -12.0% | -31.5% | +19.5% | -3.6% |
| 6M | -4.5% | -51.5% | +47.0% | +11.8% |
| YTD | +21.5% | -38.4% | +59.9% | +28.4% |
| 1Y | +10.6% | -44.7% | +55.3% | +18.4% |
| All | +10.6% | -46.3% | +57.0% | +18.4% |
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