-17.1%
IT vs UEC
-46.0%
+29.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.9% | +4.8% | -1.7% |
| 7D | -3.7% | +4.9% | -8.6% | -3.1% |
| 30D | -3.1% | -17.5% | +14.4% | -4.6% |
| 3M | +6.3% | -40.1% | +46.5% | +2.1% |
| 6M | +24.8% | -56.1% | +80.9% | +18.5% |
| YTD | -24.4% | -41.8% | +17.4% | -23.7% |
| 1Y | -17.1% | -44.8% | +27.7% | -16.8% |
| All | -17.1% | -46.0% | +29.0% | -16.8% |
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 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