+67.5%
FERG vs UEC
+273.6%
-206.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.0% | -0.5% |
| 7D | -1.0% | -4.3% | +3.2% | -0.6% |
| 30D | -11.8% | -3.8% | -8.0% | -11.6% |
| 3M | -1.2% | +17.0% | -18.2% | -3.3% |
| 6M | -2.3% | -23.9% | +21.6% | -0.9% |
| YTD | +0.8% | -5.7% | +6.4% | -0.6% |
| 1Y | +0.5% | -12.5% | +13.0% | -1.2% |
| 3Y | +51.4% | +136.5% | -85.1% | +27.6% |
| 5Y | +67.5% | +243.3% | -175.8% | +30.7% |
| All | +67.5% | +273.6% | -206.1% | +30.7% |
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