+100.2%
ROIV vs UEC
-42.8%
+143.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.4% |
| 7D | +9.5% | +0.6% | +8.9% | +9.2% |
| 30D | +21.0% | -18.1% | +39.1% | +24.8% |
| 3M | +18.7% | -36.9% | +55.6% | +27.9% |
| 6M | +44.5% | -56.1% | +100.6% | +62.2% |
| YTD | +92.9% | -38.1% | +131.0% | +104.3% |
| 1Y | +100.2% | -41.7% | +141.9% | +111.4% |
| All | +100.2% | -42.8% | +143.0% | +111.4% |
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