+341.9%
ROIV vs UEC
+20.6%
+321.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.9% | +1.5% | -3.7% |
| 7D | +9.2% | +4.9% | +4.3% | +8.6% |
| 30D | +19.9% | -17.5% | +37.4% | +22.4% |
| 3M | +10.6% | -40.1% | +50.7% | +17.0% |
| 6M | +36.1% | -56.1% | +92.2% | +47.1% |
| YTD | +84.3% | -41.8% | +126.1% | +92.9% |
| 1Y | +87.6% | -44.8% | +132.4% | +96.7% |
| All | +341.9% | +20.6% | +321.3% | +309.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling