+509.6%
IBN vs UEC
+2.3%
+507.3%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.9% | +4.9% | -0.4% |
| 7D | +5.7% | +4.9% | +0.8% | +5.1% |
| 30D | +20.5% | -17.5% | +38.0% | +22.5% |
| 3M | +15.2% | -40.1% | +55.4% | +20.7% |
| 6M | +34.5% | -56.1% | +90.6% | +44.2% |
| YTD | +16.4% | -41.8% | +58.1% | +19.6% |
| 1Y | +13.5% | -44.8% | +58.4% | +16.8% |
| 3Y | +55.4% | +20.6% | +34.9% | +39.4% |
| 5Y | +73.1% | +24.3% | +48.8% | +44.9% |
| 10Y | +383.7% | +639.1% | -255.4% | +182.7% |
| All | +509.6% | +2.3% | +507.3% | +178.9% |
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 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