+11.0%
IVV vs UEC
-47.1%
+58.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.8% | -6.5% | -0.3% |
| 7D | -2.7% | -10.2% | +7.5% | -1.8% |
| 30D | -5.4% | -26.9% | +21.6% | -2.9% |
| 3M | -4.1% | -35.7% | +31.6% | -0.8% |
| 6M | +0.7% | -56.1% | +56.9% | +6.7% |
| YTD | +8.7% | -40.8% | +49.5% | +11.0% |
| 1Y | +11.0% | -43.4% | +54.3% | +13.0% |
| All | +11.0% | -47.1% | +58.1% | +13.0% |
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