+55.6%
IOT vs UEC
+243.3%
-187.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.0% | +4.5% | +0.4% |
| 7D | -0.8% | -4.3% | +3.5% | 0.0% |
| 30D | -4.7% | -3.8% | -0.8% | -4.3% |
| 3M | +17.8% | +17.0% | +0.8% | +12.7% |
| 6M | +16.8% | -23.9% | +40.7% | +19.2% |
| YTD | +8.4% | -5.7% | +14.1% | +2.7% |
| 1Y | -0.8% | -12.5% | +11.7% | -7.1% |
| 3Y | +25.7% | +136.5% | -110.7% | -22.2% |
| All | +55.6% | +243.3% | -187.7% | -36.0% |
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