+191.0%
IRM vs UEC
+278.7%
-87.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.0% | -3.7% | -1.0% |
| 7D | +1.6% | +2.6% | -1.0% | +1.3% |
| 30D | -4.2% | +5.6% | -9.8% | -5.0% |
| 3M | -5.4% | -5.7% | +0.3% | -5.5% |
| 6M | +12.0% | -8.0% | +20.1% | +11.4% |
| YTD | +42.0% | +1.8% | +40.2% | +38.5% |
| 1Y | +29.9% | +0.6% | +29.3% | +25.6% |
| 3Y | +104.4% | +155.2% | -50.8% | +68.8% |
| 5Y | +191.0% | +305.8% | -114.8% | +120.8% |
| All | +191.0% | +278.7% | -87.7% | +120.8% |
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