+1,764.0%
INCY vs UEC
+73.5%
+1,690.4%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -1.0% |
| 7D | +1.9% | -6.9% | +8.8% | +2.6% |
| 30D | +5.8% | +7.6% | -1.8% | +4.9% |
| 3M | +25.2% | -18.4% | +43.6% | +26.5% |
| 6M | +28.2% | -23.3% | +51.5% | +29.2% |
| YTD | +28.3% | -1.2% | +29.5% | +25.6% |
| 1Y | +48.3% | +2.3% | +46.0% | +42.9% |
| 3Y | +95.9% | +162.3% | -66.3% | +64.0% |
| 5Y | +66.6% | +287.2% | -220.7% | +24.9% |
| 10Y | +54.5% | +1,009.6% | -955.1% | -11.0% |
| All | +1,764.0% | +73.5% | +1,690.4% | +795.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling