+76.4%
FDS vs UEC
+908.7%
-832.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -1.0% | -3.2% |
| 7D | -8.8% | -0.2% | -8.6% | -8.8% |
| 30D | -1.4% | +1.9% | -3.3% | -1.7% |
| 3M | +13.9% | +8.9% | +5.0% | +12.3% |
| 6M | +27.4% | -14.5% | +41.8% | +26.9% |
| YTD | -2.5% | -0.7% | -1.8% | -4.8% |
| 1Y | -23.8% | -4.1% | -19.7% | -26.3% |
| 3Y | -32.5% | +148.9% | -181.4% | -43.5% |
| 5Y | -23.2% | +300.0% | -323.2% | -43.1% |
| 10Y | +76.4% | +994.3% | -917.9% | -3.6% |
| All | +76.4% | +908.7% | -832.3% | -3.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling