+1,036.6%
IGV vs UEC
+2.3%
+1,034.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.9% | +5.2% | -0.2% |
| 7D | +2.5% | +4.9% | -2.5% | +1.9% |
| 30D | -8.6% | -17.5% | +8.9% | -6.9% |
| 3M | -1.6% | -40.1% | +38.6% | +3.2% |
| 6M | +13.4% | -56.1% | +69.6% | +21.8% |
| YTD | -4.0% | -41.8% | +37.8% | -0.9% |
| 1Y | -7.6% | -44.8% | +37.2% | -4.5% |
| 3Y | +39.3% | +20.6% | +18.7% | +28.0% |
| 5Y | +14.5% | +24.3% | -9.8% | +0.2% |
| 10Y | +358.7% | +639.1% | -280.4% | +206.7% |
| All | +1,036.6% | +2.3% | +1,034.4% | +561.5% |
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