+128.9%
IP vs UEC
+73.5%
+55.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.9% | +2.2% |
| 7D | -5.3% | -6.9% | +1.7% | -4.5% |
| 30D | -10.9% | +7.6% | -18.5% | -11.7% |
| 3M | +11.2% | -18.4% | +29.6% | +12.8% |
| 6M | -10.2% | -23.3% | +13.0% | -9.0% |
| YTD | -2.0% | -1.2% | -0.8% | -3.9% |
| 1Y | -19.1% | +2.3% | -21.4% | -21.9% |
| 3Y | +20.9% | +162.3% | -141.4% | +0.4% |
| 5Y | -17.8% | +287.2% | -305.1% | -39.2% |
| 10Y | +23.5% | +1,009.6% | -986.1% | -30.1% |
| All | +128.9% | +73.5% | +55.3% | +7.6% |
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 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