+225.6%
FANG vs UEC
+198.6%
+27.0%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.2% | +5.0% | +0.5% |
| 7D | +2.9% | -9.4% | +12.3% | +4.2% |
| 30D | +2.6% | -8.0% | +10.6% | +3.3% |
| 3M | +7.6% | -1.7% | +9.3% | +6.8% |
| 6M | +17.3% | -26.1% | +43.5% | +19.1% |
| YTD | +38.7% | -10.5% | +49.2% | +34.5% |
| 1Y | +51.6% | -13.3% | +64.9% | +44.5% |
| 3Y | +50.0% | +116.4% | -66.4% | +9.5% |
| All | +225.6% | +198.6% | +27.0% | +110.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling