+115.9%
INDA vs UEC
+616.1%
-500.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | 0.0% |
| 7D | +1.1% | -3.8% | +4.9% | +1.4% |
| 30D | +9.4% | -13.5% | +22.9% | +10.6% |
| 3M | +2.9% | -40.5% | +43.4% | +7.4% |
| 6M | +7.2% | -56.7% | +63.9% | +14.5% |
| YTD | -4.8% | -43.0% | +38.2% | -2.2% |
| 1Y | -5.1% | -42.5% | +37.5% | -2.9% |
| 3Y | +16.7% | +11.6% | +5.1% | +6.4% |
| 5Y | +8.8% | +21.8% | -13.0% | -8.1% |
| All | +115.9% | +616.1% | -500.2% | +21.3% |
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 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