-7.5%
IR vs UEC
-1.0%
-6.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.8% |
| 7D | -1.9% | -0.2% | -1.7% | -1.9% |
| 30D | -15.0% | +1.9% | -17.0% | -15.4% |
| 3M | -0.4% | +8.9% | -9.3% | -1.8% |
| 6M | -15.0% | -14.5% | -0.6% | -14.9% |
| YTD | -7.1% | -0.7% | -6.4% | -7.1% |
| 1Y | -7.5% | -4.1% | -3.5% | -8.3% |
| All | -7.5% | -1.0% | -6.5% | -8.3% |
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