-59.5%
FICO vs UEC
-42.8%
-16.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -0.2% |
| 7D | +4.0% | +0.6% | +3.4% | +4.1% |
| 30D | -1.5% | -18.1% | +16.6% | -3.0% |
| 3M | -29.8% | -36.9% | +7.1% | -32.2% |
| 6M | -33.3% | -56.1% | +22.8% | -35.8% |
| YTD | -56.9% | -38.1% | -18.8% | -58.2% |
| 1Y | -59.5% | -41.7% | -17.8% | -60.6% |
| All | -59.5% | -42.8% | -16.7% | -60.6% |
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