+109.2%
FE vs UEC
+933.9%
-824.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.0% | -3.7% | -0.9% |
| 7D | +0.6% | +2.6% | -2.0% | +0.5% |
| 30D | -2.1% | +5.6% | -7.7% | -2.6% |
| 3M | +2.6% | -5.7% | +8.3% | +2.5% |
| 6M | -6.8% | -8.0% | +1.3% | -7.3% |
| YTD | +6.9% | +1.8% | +5.1% | +5.2% |
| 1Y | +11.6% | +0.6% | +11.0% | +9.2% |
| 3Y | +47.7% | +155.2% | -107.4% | +31.6% |
| 5Y | +46.2% | +305.8% | -259.6% | +19.8% |
| 10Y | +109.2% | +943.0% | -833.8% | +48.0% |
| All | +109.2% | +933.9% | -824.7% | +48.0% |
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