-39.4%
FICO vs UEC
+2.4%
-41.8%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.7% | +0.3% | -16.9% | -16.7% |
| 7D | -19.2% | -6.9% | -12.2% | -19.5% |
| 30D | -14.6% | +7.6% | -22.2% | -14.0% |
| 3M | -20.1% | -18.4% | -1.7% | -19.5% |
| 6M | -36.3% | -23.3% | -13.1% | -35.6% |
| YTD | -44.9% | -1.2% | -43.7% | -44.7% |
| All | -39.4% | +2.4% | -41.8% | -41.4% |
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 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