+378.0%
IOVA vs UEC
-46.3%
+424.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.9% | +3.4% | -0.7% |
| 7D | -41.3% | -13.8% | -27.5% | -39.7% |
| 30D | -38.5% | -23.1% | -15.4% | -36.2% |
| 3M | +99.5% | -31.5% | +131.1% | +109.4% |
| 6M | +126.0% | -51.5% | +177.5% | +146.3% |
| YTD | +218.7% | -38.4% | +257.1% | +275.3% |
| 1Y | +378.0% | -44.7% | +422.7% | +465.6% |
| All | +378.0% | -46.3% | +424.4% | +465.6% |
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