+351.7%
FDX vs UEC
+14.6%
+337.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +10.1% | -6.6% | +2.6% |
| 7D | +0.2% | +1.5% | -1.3% | 0.0% |
| 30D | +9.3% | -17.1% | +26.4% | +10.9% |
| 3M | +0.5% | -32.3% | +32.8% | +3.4% |
| 6M | +5.3% | -49.7% | +55.1% | +10.4% |
| YTD | +38.6% | -34.8% | +73.4% | +40.8% |
| 1Y | +53.5% | -37.5% | +91.1% | +55.9% |
| 3Y | +74.2% | +37.1% | +37.2% | +58.0% |
| 5Y | +75.3% | +44.3% | +31.0% | +50.1% |
| 10Y | +156.3% | +737.4% | -581.1% | +66.4% |
| All | +351.7% | +14.6% | +337.1% | +158.6% |
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 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