+222.0%
IOVA vs UEC
-45.1%
+267.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +2.2% |
| 7D | -3.5% | -3.8% | +0.3% | -2.7% |
| 30D | -45.4% | -13.5% | -31.9% | -43.4% |
| 3M | +19.0% | -40.5% | +59.5% | +29.9% |
| 6M | +112.0% | -56.7% | +168.7% | +142.4% |
| YTD | +184.2% | -43.0% | +227.2% | +227.7% |
| 1Y | +222.0% | -42.5% | +264.5% | +265.3% |
| All | +222.0% | -45.1% | +267.1% | +265.3% |
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