-15.8%
INFQ vs UEC
-31.3%
+15.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.2% | +6.4% | +5.3% |
| 7D | +2.1% | -9.4% | +11.5% | +10.1% |
| 30D | +6.1% | -8.0% | +14.2% | +13.2% |
| 3M | -7.1% | -1.7% | -5.4% | -5.8% |
| 6M | +14.8% | -26.1% | +40.9% | +37.1% |
| All | -15.8% | -31.3% | +15.4% | +3.2% |
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 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