+1,395.9%
IBKR vs UEC
+86.5%
+1,309.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.0% | -0.5% |
| 7D | -3.8% | -4.3% | +0.5% | -3.4% |
| 30D | -0.3% | -3.8% | +3.5% | 0.0% |
| 3M | +4.8% | +17.0% | -12.2% | +2.9% |
| 6M | +30.8% | -23.9% | +54.7% | +33.0% |
| YTD | +39.5% | -5.7% | +45.1% | +38.6% |
| 1Y | +43.7% | -12.5% | +56.2% | +42.7% |
| 3Y | +284.7% | +136.5% | +148.2% | +239.8% |
| 5Y | +484.9% | +243.3% | +241.6% | +376.7% |
| 10Y | +980.8% | +939.6% | +41.2% | +629.0% |
| All | +1,395.9% | +86.5% | +1,309.5% | +830.4% |
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 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