+73.3%
INCY vs UEC
+273.6%
-200.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.0% | +2.8% | -1.9% |
| 7D | -3.7% | -4.3% | +0.6% | -3.5% |
| 30D | +1.8% | -3.8% | +5.7% | +1.9% |
| 3M | +17.0% | +17.0% | 0.0% | +15.8% |
| 6M | +28.4% | -23.9% | +52.3% | +29.1% |
| YTD | +24.8% | -5.7% | +30.5% | +23.8% |
| 1Y | +42.9% | -12.5% | +55.5% | +41.3% |
| 3Y | +92.7% | +136.5% | -43.8% | +73.4% |
| 5Y | +73.3% | +243.3% | -170.0% | +48.5% |
| All | +73.3% | +273.6% | -200.2% | +48.5% |
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