+55.4%
IOT vs UEC
+225.5%
-170.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.2% | +5.0% | +0.9% |
| 7D | -4.5% | -9.4% | +4.9% | -2.7% |
| 30D | -2.4% | -8.0% | +5.6% | -1.3% |
| 3M | +19.0% | -1.7% | +20.7% | +18.2% |
| 6M | +19.6% | -26.1% | +45.8% | +22.6% |
| YTD | +8.3% | -10.5% | +18.8% | +3.6% |
| 1Y | -0.8% | -13.3% | +12.5% | -7.2% |
| 3Y | +24.4% | +116.4% | -91.9% | -21.2% |
| All | +55.4% | +225.5% | -170.2% | -35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling