+48.1%
IJH vs UEC
+198.6%
-150.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.2% | +6.0% | +1.4% |
| 7D | -1.9% | -9.4% | +7.6% | -0.8% |
| 30D | -4.6% | -8.0% | +3.4% | -4.0% |
| 3M | -1.2% | -1.7% | +0.5% | -1.5% |
| 6M | +9.4% | -26.1% | +35.6% | +11.4% |
| YTD | +13.3% | -10.5% | +23.9% | +12.0% |
| 1Y | +13.4% | -13.3% | +26.7% | +11.1% |
| 3Y | +50.4% | +116.4% | -65.9% | +24.6% |
| All | +48.1% | +198.6% | -150.5% | +10.3% |
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