+41.0%
INCY vs UEC
-16.4%
+57.4%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.2% | +3.7% | -1.5% |
| 7D | -4.2% | -9.4% | +5.3% | -4.1% |
| 30D | +0.6% | -8.0% | +8.6% | +0.7% |
| 3M | +12.6% | -1.7% | +14.3% | +12.8% |
| 6M | +28.3% | -26.1% | +54.5% | +28.4% |
| YTD | +23.0% | -10.5% | +33.5% | +24.4% |
| 1Y | +41.0% | -13.3% | +54.2% | +42.4% |
| All | +41.0% | -16.4% | +57.4% | +42.4% |
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 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