-95.6%
FCUV vs UEC
+535.8%
-631.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | +3.0% | -68.3% | -65.4% |
| 7D | -47.9% | +2.6% | -50.5% | -48.1% |
| 30D | +13.7% | +5.6% | +8.1% | +13.0% |
| 3M | +97.0% | -5.7% | +102.7% | +96.3% |
| 6M | -66.1% | -8.0% | -58.1% | -66.3% |
| YTD | -81.8% | +1.8% | -83.6% | -81.9% |
| 1Y | -93.3% | +0.6% | -93.9% | -93.4% |
| 3Y | -99.2% | +155.2% | -254.4% | -99.3% |
| 5Y | -99.9% | +305.8% | -405.7% | -99.9% |
| 10Y | -98.5% | +943.0% | -1,041.5% | -98.5% |
| All | -95.6% | +535.8% | -631.4% | -94.9% |
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