+92.1%
ROIV vs UEC
-40.9%
+133.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +10.1% | -5.5% | +2.7% |
| 7D | +13.3% | +1.5% | +11.9% | +12.7% |
| 30D | +14.8% | -17.1% | +31.8% | +18.1% |
| 3M | +11.9% | -32.3% | +44.2% | +19.2% |
| 6M | +42.4% | -49.7% | +92.1% | +56.0% |
| YTD | +87.4% | -34.8% | +122.2% | +96.5% |
| All | +92.1% | -40.9% | +133.0% | +102.0% |
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