+6.0%
INDA vs UEC
+289.3%
-283.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.6% | -0.7% |
| 7D | -2.6% | -0.2% | -2.4% | -2.6% |
| 30D | -2.9% | +1.9% | -4.9% | -3.2% |
| 3M | +2.4% | +8.9% | -6.5% | +1.6% |
| 6M | -2.6% | -14.5% | +11.8% | -2.6% |
| YTD | -10.0% | -0.7% | -9.3% | -11.0% |
| 1Y | -7.7% | -4.1% | -3.6% | -9.1% |
| 3Y | +8.9% | +148.9% | -140.0% | -1.4% |
| 5Y | +6.0% | +300.0% | -294.0% | -10.2% |
| All | +6.0% | +289.3% | -283.3% | -10.2% |
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