+21.5%
FFIV vs UEC
+5.5%
+16.0%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.0% | -3.3% | -0.4% |
| 7D | -1.5% | +2.6% | -4.1% | -1.7% |
| 30D | -2.7% | +5.6% | -8.2% | -2.9% |
| 3M | -1.7% | -5.7% | +4.1% | -1.9% |
| 6M | +36.1% | -8.0% | +44.2% | +35.2% |
| YTD | +52.6% | +1.8% | +50.8% | +53.6% |
| 1Y | +21.5% | +0.6% | +20.9% | +23.7% |
| All | +21.5% | +5.5% | +16.0% | +23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling