+29.6%
IWD vs UEC
-44.4%
+73.9%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.9% | +5.9% | +0.4% |
| 7D | +1.6% | -5.2% | +6.7% | +1.8% |
| 30D | +3.6% | -22.0% | +25.6% | +5.0% |
| 3M | +2.0% | -37.0% | +39.0% | +4.6% |
| 6M | +13.1% | -52.7% | +65.8% | +17.5% |
| YTD | +26.2% | -38.6% | +64.8% | +27.9% |
| 1Y | +29.6% | -44.6% | +74.2% | +31.5% |
| All | +29.6% | -44.4% | +73.9% | +31.5% |
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