Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • INIO vs UEC✓SelectedUSD · UECINIO vs UEC performance historyLatest closeAs of+2.42%09/04
Stock and ETF performance explorer

INIO vs UEC

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-38.4%
UEC return
-11.3%
Excess return
-27.1%
Maximum drawdown
-52.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioUECExcessAlpha
1D+2.4%+0.3%+2.2%+2.3%
7D-0.3%-6.9%+6.6%+3.1%
30D-20.5%+7.6%-28.1%-23.9%
All-38.4%-11.3%-27.1%-39.9%

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 · Available span rolling