+221.3%
ROIV vs UEC
+5.5%
+215.8%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +3.0% | +15.7% | +18.4% |
| 7D | +20.2% | +2.6% | +17.6% | +19.8% |
| 30D | +14.1% | +5.6% | +8.5% | +13.4% |
| 3M | +45.6% | -5.7% | +51.3% | +45.3% |
| 6M | +44.1% | -8.0% | +52.2% | +43.0% |
| YTD | +91.2% | +1.8% | +89.4% | +92.1% |
| 1Y | +221.3% | +0.6% | +220.7% | +237.1% |
| All | +221.3% | +5.5% | +215.8% | +237.1% |
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