+122.7%
FE vs UEC
+623.0%
-500.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | +0.1% |
| 7D | -0.4% | +0.6% | -1.0% | -0.5% |
| 30D | +3.6% | -18.1% | +21.7% | +4.6% |
| 3M | +0.3% | -36.9% | +37.2% | +2.6% |
| 6M | +6.4% | -56.1% | +62.5% | +10.5% |
| YTD | +8.1% | -38.1% | +46.2% | +9.2% |
| 1Y | +4.6% | -41.7% | +46.3% | +5.8% |
| 3Y | +49.1% | +28.2% | +20.9% | +38.6% |
| 5Y | +46.1% | +31.7% | +14.4% | +30.0% |
| 10Y | +122.7% | +685.9% | -563.1% | +52.1% |
| All | +122.7% | +623.0% | -500.3% | +52.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling