+57.4%
IBN vs UEC
+20.6%
+36.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.9% | +4.9% | -0.8% |
| 7D | +5.7% | +4.9% | +0.8% | +5.5% |
| 30D | +20.5% | -17.5% | +38.0% | +21.1% |
| 3M | +15.2% | -40.1% | +55.4% | +16.9% |
| 6M | +34.5% | -56.1% | +90.6% | +37.4% |
| YTD | +16.4% | -41.8% | +58.1% | +17.3% |
| 1Y | +13.5% | -44.8% | +58.4% | +14.5% |
| All | +57.4% | +20.6% | +36.9% | +48.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling