-12.3%
IP vs UEC
+42.4%
-54.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -9.9% | +5.9% | -3.3% |
| 7D | -5.0% | -20.5% | +15.5% | -3.6% |
| 30D | +6.5% | -35.9% | +42.4% | +9.5% |
| 3M | -18.0% | -39.6% | +21.5% | -15.5% |
| 6M | +10.3% | -55.3% | +65.6% | +15.1% |
| YTD | -9.9% | -44.5% | +34.6% | -7.6% |
| 1Y | -1.1% | -50.4% | +49.4% | +1.8% |
| 3Y | +13.0% | +12.1% | +0.9% | +6.7% |
| 5Y | -12.3% | +41.5% | -53.7% | -21.1% |
| All | -12.3% | +42.4% | -54.7% | -21.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling