+49.7%
INCY vs UEC
+885.8%
-836.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.2% | +3.7% | -1.1% |
| 7D | -4.2% | -9.4% | +5.3% | -3.5% |
| 30D | +0.6% | -8.0% | +8.6% | +1.0% |
| 3M | +12.6% | -1.7% | +14.3% | +12.3% |
| 6M | +28.3% | -26.1% | +54.5% | +29.5% |
| YTD | +23.0% | -10.5% | +33.5% | +21.9% |
| 1Y | +41.0% | -13.3% | +54.2% | +38.7% |
| 3Y | +88.6% | +116.4% | -27.8% | +66.2% |
| 5Y | +70.8% | +225.5% | -154.7% | +37.2% |
| All | +49.7% | +885.8% | -836.2% | +1.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling