+307.7%
IONS vs UEC
+4.1%
+303.6%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.8% | -5.2% | +0.8% |
| 7D | -9.4% | -10.2% | +0.8% | -8.4% |
| 30D | -10.7% | -26.9% | +16.2% | -7.6% |
| 3M | -27.7% | -35.7% | +8.0% | -24.3% |
| 6M | -48.7% | -56.1% | +7.4% | -44.6% |
| YTD | -50.2% | -40.8% | -9.4% | -48.6% |
| 1Y | -46.8% | -43.4% | -3.4% | -45.1% |
| 3Y | -14.8% | +25.4% | -40.2% | -23.6% |
| 5Y | +17.0% | +51.1% | -34.1% | -3.0% |
| 10Y | +45.3% | +695.4% | -650.1% | -12.4% |
| All | +307.7% | +4.1% | +303.6% | +122.0% |
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