+80.3%
INVH vs UEC
+629.6%
-549.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | 0.0% |
| 7D | -2.3% | -0.2% | -2.1% | -2.3% |
| 30D | -5.7% | +1.9% | -7.7% | -6.0% |
| 3M | -4.5% | +8.9% | -13.4% | -5.6% |
| 6M | +11.0% | -14.5% | +25.4% | +10.8% |
| YTD | +3.7% | -0.7% | +4.4% | +1.8% |
| 1Y | -2.8% | -4.1% | +1.2% | -5.3% |
| 3Y | -7.1% | +148.9% | -156.1% | -20.1% |
| 5Y | -19.4% | +300.0% | -319.4% | -37.5% |
| All | +80.3% | +629.6% | -549.2% | +8.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling