+50.1%
IEFA vs UEC
+273.6%
-223.5%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.0% | +4.1% | -0.5% |
| 7D | -2.4% | -4.3% | +1.8% | -2.0% |
| 30D | -2.1% | -3.8% | +1.7% | -2.0% |
| 3M | +5.5% | +17.0% | -11.4% | +3.5% |
| 6M | +8.1% | -23.9% | +32.0% | +9.5% |
| YTD | +11.9% | -5.7% | +17.6% | +10.6% |
| 1Y | +18.1% | -12.5% | +30.6% | +16.4% |
| 3Y | +65.5% | +136.5% | -71.0% | +42.4% |
| 5Y | +50.1% | +243.3% | -193.3% | +19.6% |
| All | +50.1% | +273.6% | -223.5% | +19.6% |
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 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