+5.6%
IYR vs UEC
-8.9%
+14.5%
-8.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.0% | +4.1% | -0.9% |
| 7D | -2.8% | -4.3% | +1.4% | -2.8% |
| 30D | -2.5% | -3.8% | +1.3% | -2.5% |
| 3M | -3.0% | +17.0% | -19.9% | -3.1% |
| 6M | +1.6% | -23.9% | +25.5% | +1.8% |
| YTD | +7.3% | -5.7% | +12.9% | +7.6% |
| 1Y | +5.6% | -12.5% | +18.2% | +6.2% |
| All | +5.6% | -8.9% | +14.5% | +6.2% |
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