-31.2%
IONS vs UEC
+696.7%
-727.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -5.9% | -3.2% | -8.4% |
| 7D | -30.3% | -5.2% | -25.1% | -30.1% |
| 30D | -37.7% | -22.0% | -15.8% | -36.1% |
| 3M | -50.5% | -37.0% | -13.5% | -48.0% |
| 6M | -62.8% | -52.7% | -10.1% | -60.1% |
| YTD | -64.4% | -38.6% | -25.8% | -63.4% |
| 1Y | -59.5% | -44.6% | -14.9% | -58.1% |
| 3Y | -39.2% | +27.1% | -66.3% | -46.7% |
| 5Y | -15.3% | +37.9% | -53.2% | -31.8% |
| 10Y | -31.2% | +631.6% | -662.8% | -56.8% |
| All | -31.2% | +696.7% | -727.8% | -56.8% |
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