+73.6%
IWF vs UEC
+289.3%
-215.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +2.0% | -0.1% |
| 7D | +0.5% | -0.2% | +0.7% | +0.5% |
| 30D | -1.4% | +1.9% | -3.3% | -1.9% |
| 3M | +0.4% | +8.9% | -8.5% | -1.3% |
| 6M | +8.5% | -14.5% | +22.9% | +8.7% |
| YTD | +3.7% | -0.7% | +4.4% | +1.0% |
| 1Y | +8.5% | -4.1% | +12.5% | +4.8% |
| 3Y | +78.5% | +148.9% | -70.4% | +43.5% |
| 5Y | +73.6% | +300.0% | -226.4% | +25.6% |
| All | +73.6% | +289.3% | -215.6% | +25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling