+1,033.7%
IGV vs UEC
+0.2%
+1,033.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | 0.0% |
| 7D | +2.3% | -3.8% | +6.1% | +2.7% |
| 30D | -6.0% | -13.5% | +7.5% | -4.7% |
| 3M | -4.8% | -40.5% | +35.7% | -0.1% |
| 6M | +14.2% | -56.7% | +70.9% | +22.8% |
| YTD | -4.2% | -43.0% | +38.7% | -1.0% |
| 1Y | -5.3% | -42.5% | +37.3% | -2.4% |
| 3Y | +38.8% | +11.6% | +27.2% | +28.6% |
| 5Y | +14.2% | +21.8% | -7.5% | +0.2% |
| 10Y | +357.6% | +623.9% | -266.3% | +206.5% |
| All | +1,033.7% | +0.2% | +1,033.6% | +561.2% |
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