-8.8%
IT vs UEC
-46.3%
+37.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.9% | +6.3% | +1.0% |
| 7D | -5.5% | -13.8% | +8.3% | -6.7% |
| 30D | +10.3% | -23.1% | +33.4% | +8.0% |
| 3M | +11.5% | -31.5% | +43.0% | +8.4% |
| 6M | +40.3% | -51.5% | +91.8% | +34.7% |
| YTD | -17.9% | -38.4% | +20.6% | -17.7% |
| 1Y | -8.8% | -44.7% | +35.9% | -8.7% |
| All | -8.8% | -46.3% | +37.5% | -8.7% |
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