+25.5%
FDS vs UEC
-42.8%
+68.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.9% | +2.8% |
| 7D | -2.1% | +0.6% | -2.7% | -1.9% |
| 30D | +16.0% | -18.1% | +34.1% | +14.5% |
| 3M | +18.8% | -36.9% | +55.7% | +15.1% |
| 6M | +54.1% | -56.1% | +110.2% | +48.5% |
| YTD | +17.0% | -38.1% | +55.1% | +18.2% |
| 1Y | +25.5% | -41.7% | +67.2% | +27.5% |
| All | +25.5% | -42.8% | +68.3% | +27.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling