+235.9%
ROIV vs UEC
+635.0%
-399.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.3% | +1.5% |
| 7D | +0.6% | -6.9% | +7.6% | +1.5% |
| 30D | +1.0% | +7.6% | -6.7% | -0.1% |
| 3M | +18.3% | -18.4% | +36.7% | +20.2% |
| 6M | +18.3% | -23.3% | +41.6% | +20.1% |
| YTD | +61.0% | -1.2% | +62.2% | +57.9% |
| 1Y | +177.9% | +2.3% | +175.6% | +167.8% |
| 3Y | +199.1% | +162.3% | +36.8% | +143.9% |
| 5Y | +250.7% | +287.2% | -36.5% | +173.4% |
| All | +235.9% | +635.0% | -399.2% | +153.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling