+1,679.0%
INCY vs UEC
+0.2%
+1,678.8%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.4% |
| 7D | +1.1% | -3.8% | +4.9% | +1.4% |
| 30D | +8.4% | -13.5% | +21.9% | +9.7% |
| 3M | +0.4% | -40.5% | +40.9% | +4.9% |
| 6M | +22.4% | -56.7% | +79.1% | +30.5% |
| YTD | +22.5% | -43.0% | +65.5% | +25.8% |
| 1Y | +14.8% | -42.5% | +57.3% | +17.4% |
| 3Y | +127.7% | +11.6% | +116.2% | +107.4% |
| 5Y | +84.4% | +21.8% | +62.6% | +56.5% |
| 10Y | +15.7% | +623.9% | -608.2% | -30.9% |
| All | +1,679.0% | +0.2% | +1,678.8% | +797.3% |
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 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