+26.8%
IP vs UEC
+765.9%
-739.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +10.1% | -7.2% | +1.9% |
| 7D | -3.0% | +1.5% | -4.5% | -3.3% |
| 30D | +10.6% | -17.1% | +27.7% | +12.5% |
| 3M | -13.6% | -32.3% | +18.7% | -10.5% |
| 6M | +10.4% | -49.7% | +60.2% | +16.8% |
| YTD | -6.5% | -34.8% | +28.3% | -4.6% |
| 1Y | -2.1% | -37.5% | +35.4% | -0.2% |
| 3Y | +22.0% | +37.1% | -15.1% | +8.7% |
| 5Y | -9.7% | +44.3% | -54.0% | -25.2% |
| 10Y | +26.8% | +737.4% | -710.6% | -32.6% |
| All | +26.8% | +765.9% | -739.1% | -32.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling