+500.7%
IONS vs UEC
+73.5%
+427.2%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.3% | -0.1% |
| 7D | -4.8% | -6.9% | +2.1% | -4.1% |
| 30D | +7.2% | +7.6% | -0.5% | +6.1% |
| 3M | -22.7% | -18.4% | -4.3% | -21.7% |
| 6M | -26.9% | -23.3% | -3.6% | -26.1% |
| YTD | -26.6% | -1.2% | -25.4% | -28.3% |
| 1Y | -2.1% | +2.3% | -4.4% | -5.9% |
| 3Y | +43.4% | +162.3% | -118.8% | +18.1% |
| 5Y | +47.0% | +287.2% | -240.3% | +9.1% |
| 10Y | +97.2% | +1,009.6% | -912.4% | +14.5% |
| All | +500.7% | +73.5% | +427.2% | +209.5% |
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