+299.5%
IOVA vs UEC
-1.0%
+300.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.8% | +1.0% |
| 7D | +9.7% | -6.9% | +16.7% | +10.6% |
| 30D | +102.5% | +7.6% | +94.9% | +100.4% |
| 3M | +100.7% | -18.4% | +119.1% | +103.2% |
| 6M | +106.3% | -23.3% | +129.6% | +109.1% |
| YTD | +222.0% | -1.2% | +223.2% | +237.9% |
| 1Y | +299.5% | +2.3% | +297.2% | +318.4% |
| All | +299.5% | -1.0% | +300.6% | +318.4% |
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 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