+6.8%
FHN vs UEC
+73.5%
-66.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.3% | -0.1% |
| 7D | +1.2% | -6.9% | +8.1% | +1.9% |
| 30D | -4.7% | +7.6% | -12.3% | -5.7% |
| 3M | +3.5% | -18.4% | +21.9% | +4.7% |
| 6M | +7.8% | -23.3% | +31.1% | +9.0% |
| YTD | +5.9% | -1.2% | +7.1% | +3.6% |
| 1Y | +12.5% | +2.3% | +10.2% | +8.3% |
| 3Y | +117.2% | +162.3% | -45.1% | +81.7% |
| 5Y | +86.5% | +287.2% | -200.7% | +39.4% |
| 10Y | +125.7% | +1,009.6% | -883.9% | +36.0% |
| All | +6.8% | +73.5% | -66.8% | -44.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling