+104.2%
FE vs UEC
+704.7%
-600.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.8% | -7.2% | -0.8% |
| 7D | 0.0% | -10.2% | +10.2% | +0.5% |
| 30D | +5.2% | -26.9% | +32.1% | +6.9% |
| 3M | 0.0% | -35.7% | +35.7% | +2.1% |
| 6M | +5.0% | -56.1% | +61.2% | +9.0% |
| YTD | +7.9% | -40.8% | +48.6% | +9.3% |
| 1Y | +6.3% | -43.4% | +49.7% | +7.7% |
| 3Y | +46.0% | +25.4% | +20.7% | +36.0% |
| 5Y | +45.6% | +51.1% | -5.4% | +28.2% |
| All | +104.2% | +704.7% | -600.4% | +46.1% |
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