+315.4%
IBN vs UEC
+939.6%
-624.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | -0.1% |
| 7D | -5.5% | -4.3% | -1.2% | -5.1% |
| 30D | -3.4% | -3.8% | +0.4% | -3.3% |
| 3M | +8.7% | +17.0% | -8.3% | +6.6% |
| 6M | +3.7% | -23.9% | +27.6% | +4.9% |
| YTD | -2.4% | -5.7% | +3.3% | -3.9% |
| 1Y | -8.1% | -12.5% | +4.5% | -9.8% |
| 3Y | +26.3% | +136.5% | -110.2% | +7.3% |
| 5Y | +54.9% | +243.3% | -188.4% | +17.8% |
| All | +315.4% | +939.6% | -624.2% | +140.3% |
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