+87.4%
FHN vs UEC
+289.3%
-201.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.1% | -0.2% |
| 7D | 0.0% | -0.2% | +0.2% | 0.0% |
| 30D | -2.6% | +1.9% | -4.5% | -2.9% |
| 3M | 0.0% | +8.9% | -8.9% | -1.2% |
| 6M | +9.2% | -14.5% | +23.7% | +9.3% |
| YTD | +4.3% | -0.7% | +5.0% | +2.7% |
| 1Y | +10.8% | -4.1% | +14.8% | +8.1% |
| 3Y | +130.7% | +148.9% | -18.2% | +99.1% |
| 5Y | +87.4% | +300.0% | -212.6% | +42.4% |
| All | +87.4% | +289.3% | -201.9% | +42.4% |
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