-83.7%
IRE vs UEC
-20.4%
-63.3%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +0.3% | +13.7% | +13.7% |
| 7D | +54.8% | -6.9% | +61.7% | +68.5% |
| 30D | +18.4% | +7.6% | +10.7% | +7.0% |
| 3M | -66.7% | -18.4% | -48.3% | -55.1% |
| 6M | -52.3% | -23.3% | -29.0% | -34.5% |
| YTD | -52.3% | -1.2% | -51.1% | -43.0% |
| All | -83.7% | -20.4% | -63.3% | -79.7% |
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