+54.5%
IBN vs UEC
+289.3%
-234.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.6% |
| 7D | -5.1% | -0.2% | -4.9% | -5.1% |
| 30D | -3.5% | +1.9% | -5.5% | -3.8% |
| 3M | +11.3% | +8.9% | +2.4% | +10.3% |
| 6M | +4.4% | -14.5% | +18.9% | +4.5% |
| YTD | -1.8% | -0.7% | -1.1% | -3.2% |
| 1Y | -8.0% | -4.1% | -3.9% | -9.8% |
| 3Y | +27.1% | +148.9% | -121.9% | +12.0% |
| 5Y | +54.5% | +300.0% | -245.5% | +25.9% |
| All | +54.5% | +289.3% | -234.8% | +25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling