+395.8%
IBN vs UEC
+631.2%
-235.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.9% | +4.9% | -0.5% |
| 7D | +5.7% | +4.9% | +0.8% | +5.2% |
| 30D | +20.5% | -17.5% | +38.0% | +22.2% |
| 3M | +15.2% | -40.1% | +55.4% | +19.8% |
| 6M | +34.5% | -56.1% | +90.6% | +42.7% |
| YTD | +16.4% | -41.8% | +58.1% | +19.0% |
| 1Y | +13.5% | -44.8% | +58.4% | +16.3% |
| 3Y | +55.4% | +20.6% | +34.9% | +40.5% |
| 5Y | +73.1% | +24.3% | +48.8% | +46.6% |
| All | +395.8% | +631.2% | -235.4% | +202.2% |
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 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