+511.9%
IBN vs UEC
+0.2%
+511.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.4% | +0.6% |
| 7D | +1.9% | -3.8% | +5.6% | +2.2% |
| 30D | +22.1% | -13.5% | +35.6% | +23.5% |
| 3M | +17.1% | -40.5% | +57.6% | +22.7% |
| 6M | +35.5% | -56.7% | +92.2% | +45.4% |
| YTD | +16.8% | -43.0% | +59.8% | +20.3% |
| 1Y | +12.4% | -42.5% | +54.9% | +15.1% |
| 3Y | +58.0% | +11.6% | +46.5% | +43.1% |
| 5Y | +73.7% | +21.8% | +52.0% | +45.8% |
| 10Y | +385.6% | +623.9% | -238.4% | +184.4% |
| All | +511.9% | +0.2% | +511.7% | +180.6% |
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 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