-5.1%
INDA vs UEC
-45.1%
+40.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | -0.1% |
| 7D | +1.1% | -3.8% | +4.9% | +1.2% |
| 30D | +9.4% | -13.5% | +22.9% | +10.0% |
| 3M | +2.9% | -40.5% | +43.4% | +5.4% |
| 6M | +7.2% | -56.7% | +63.9% | +11.0% |
| YTD | -4.8% | -43.0% | +38.2% | -3.7% |
| 1Y | -5.1% | -42.5% | +37.5% | -4.0% |
| All | -5.1% | -45.1% | +40.1% | -4.0% |
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