+111.1%
FAST vs UEC
+39.8%
+71.3%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | +1.1% |
| 7D | +4.3% | +0.6% | +3.7% | +4.2% |
| 30D | +8.3% | -18.1% | +26.4% | +9.6% |
| 3M | +6.5% | -36.9% | +43.4% | +9.6% |
| 6M | +29.5% | -56.1% | +85.6% | +36.1% |
| YTD | +41.3% | -38.1% | +79.4% | +43.3% |
| 1Y | +37.4% | -41.7% | +79.1% | +39.6% |
| 3Y | +98.5% | +28.2% | +70.3% | +80.3% |
| 5Y | +111.1% | +31.7% | +79.4% | +83.1% |
| All | +111.1% | +39.8% | +71.3% | +83.1% |
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