+46.3%
FE vs UEC
+47.5%
-1.2%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.8% | -8.2% | -1.6% |
| 7D | -1.0% | -10.2% | +9.2% | -0.7% |
| 30D | +4.1% | -26.9% | +31.1% | +5.1% |
| 3M | -1.0% | -35.7% | +34.7% | +0.2% |
| 6M | +4.0% | -56.1% | +60.1% | +6.4% |
| YTD | +6.8% | -40.8% | +47.6% | +7.5% |
| 1Y | +5.3% | -43.4% | +48.7% | +6.0% |
| 3Y | +44.6% | +25.4% | +19.2% | +36.5% |
| All | +46.3% | +47.5% | -1.2% | +35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling