+6.1%
IYR vs UEC
+273.6%
-267.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.0% | +4.1% | -0.6% |
| 7D | -2.8% | -4.3% | +1.4% | -2.6% |
| 30D | -2.5% | -3.8% | +1.3% | -2.4% |
| 3M | -3.0% | +17.0% | -19.9% | -4.3% |
| 6M | +1.6% | -23.9% | +25.5% | +2.4% |
| YTD | +7.3% | -5.7% | +12.9% | +5.9% |
| 1Y | +5.6% | -12.5% | +18.2% | +3.9% |
| 3Y | +28.1% | +136.5% | -108.4% | +11.1% |
| 5Y | +6.1% | +243.3% | -237.2% | -14.5% |
| All | +6.1% | +273.6% | -267.5% | -14.5% |
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 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