+21.2%
IGV vs UEC
+289.3%
-268.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.5% |
| 7D | -1.5% | -0.2% | -1.4% | -1.5% |
| 30D | -3.0% | +1.9% | -5.0% | -3.5% |
| 3M | +9.6% | +8.9% | +0.7% | +7.4% |
| 6M | +16.1% | -14.5% | +30.6% | +16.3% |
| YTD | -3.6% | -0.7% | -2.9% | -6.6% |
| 1Y | -7.8% | -4.1% | -3.8% | -11.6% |
| 3Y | +40.0% | +148.9% | -108.9% | +7.4% |
| 5Y | +21.2% | +300.0% | -278.8% | -18.7% |
| All | +21.2% | +289.3% | -268.0% | -18.7% |
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 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