-92.7%
IOVA vs UEC
+85.3%
-177.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.9% | +4.8% | -0.1% |
| 7D | -8.5% | -5.2% | -3.3% | -7.7% |
| 30D | -44.7% | -22.0% | -22.8% | -42.3% |
| 3M | +26.2% | -37.0% | +63.2% | +35.2% |
| 6M | +123.2% | -52.7% | +175.9% | +148.0% |
| YTD | +196.0% | -38.6% | +234.6% | +211.0% |
| 1Y | +240.9% | -44.6% | +285.5% | +262.1% |
| 3Y | +103.5% | +27.1% | +76.4% | +76.6% |
| 5Y | -65.5% | +37.9% | -103.4% | -72.5% |
| 10Y | +7.0% | +631.6% | -624.6% | -41.7% |
| All | -92.7% | +85.3% | -177.9% | -95.9% |
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