+10.6%
IOT vs UEC
-46.3%
+56.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.9% | +9.0% | +4.2% |
| 7D | -0.5% | -13.8% | +13.3% | -0.4% |
| 30D | +1.0% | -23.1% | +24.1% | +1.2% |
| 3M | +10.9% | -31.5% | +42.4% | +11.5% |
| 6M | +39.9% | -51.5% | +91.4% | +41.2% |
| YTD | +20.8% | -38.4% | +59.2% | +18.8% |
| 1Y | +10.6% | -44.7% | +55.3% | +9.6% |
| All | +10.6% | -46.3% | +56.9% | +9.6% |
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 · 6 months rolling