+14.8%
ITOT vs UEC
-46.3%
+61.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.9% | +6.4% | +2.0% |
| 7D | -0.7% | -13.8% | +13.1% | +0.7% |
| 30D | -1.1% | -23.1% | +22.0% | +1.1% |
| 3M | -0.8% | -31.5% | +30.7% | +2.2% |
| 6M | +7.0% | -51.5% | +58.5% | +12.8% |
| YTD | +13.3% | -38.4% | +51.8% | +15.4% |
| 1Y | +14.8% | -44.7% | +59.5% | +17.4% |
| All | +14.8% | -46.3% | +61.2% | +17.4% |
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