+19.4%
INCY vs UEC
-46.3%
+65.7%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -4.9% | +9.4% | +4.6% |
| 7D | +5.1% | -13.8% | +18.9% | +5.5% |
| 30D | +7.6% | -23.1% | +30.7% | +8.3% |
| 3M | +1.9% | -31.5% | +33.4% | +3.0% |
| 6M | +26.5% | -51.5% | +78.0% | +29.5% |
| YTD | +24.4% | -38.4% | +62.8% | +23.2% |
| 1Y | +19.4% | -44.7% | +64.1% | +18.3% |
| All | +19.4% | -46.3% | +65.7% | +18.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling