+437.1%
IBN vs UEC
+73.5%
+363.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.7% |
| 7D | +1.4% | -6.9% | +8.3% | +2.2% |
| 30D | -0.3% | +7.6% | -8.0% | -1.3% |
| 3M | +17.1% | -18.4% | +35.5% | +18.6% |
| 6M | +3.4% | -23.3% | +26.7% | +4.6% |
| YTD | +2.5% | -1.2% | +3.7% | +0.2% |
| 1Y | -4.2% | +2.3% | -6.5% | -7.8% |
| 3Y | +32.4% | +162.3% | -129.9% | +9.4% |
| 5Y | +59.2% | +287.2% | -228.1% | +17.0% |
| 10Y | +345.7% | +1,009.6% | -663.9% | +150.8% |
| All | +437.1% | +73.5% | +363.6% | +133.7% |
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