+242.0%
IOVA vs UEC
-8.9%
+250.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -5.0% | +1.6% | -2.8% |
| 7D | -6.4% | -4.3% | -2.2% | -5.9% |
| 30D | +25.4% | -3.8% | +29.3% | +25.8% |
| 3M | +115.3% | +17.0% | +98.4% | +109.6% |
| 6M | +56.5% | -23.9% | +80.4% | +59.4% |
| YTD | +198.2% | -5.7% | +203.8% | +213.3% |
| 1Y | +242.0% | -12.5% | +254.6% | +253.4% |
| All | +242.0% | -8.9% | +250.9% | +253.4% |
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