-9.2%
IEF vs UEC
+273.6%
-282.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.0% | +4.2% | -0.8% |
| 7D | -1.2% | -4.3% | +3.1% | -1.2% |
| 30D | -1.5% | -3.8% | +2.4% | -1.5% |
| 3M | -1.7% | +17.0% | -18.7% | -1.7% |
| 6M | -3.5% | -23.9% | +20.4% | -3.5% |
| YTD | -2.6% | -5.7% | +3.0% | -2.6% |
| 1Y | -2.4% | -12.5% | +10.2% | -2.3% |
| 3Y | +8.9% | +136.5% | -127.6% | +9.3% |
| 5Y | -9.2% | +243.3% | -252.5% | -8.3% |
| All | -9.2% | +273.6% | -282.8% | -8.3% |
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