+1,740.7%
FICO vs UEC
+4.1%
+1,736.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.8% | -7.2% | -1.0% |
| 7D | -0.9% | -10.2% | +9.3% | 0.0% |
| 30D | +3.3% | -26.9% | +30.3% | +6.1% |
| 3M | -31.7% | -35.7% | +4.0% | -29.2% |
| 6M | -34.0% | -56.1% | +22.2% | -29.8% |
| YTD | -58.3% | -40.8% | -17.6% | -57.7% |
| 1Y | -57.9% | -43.4% | -14.6% | -57.2% |
| 3Y | -24.1% | +25.4% | -49.4% | -31.9% |
| 5Y | +85.3% | +51.1% | +34.2% | +54.3% |
| 10Y | +520.3% | +695.4% | -175.1% | +286.9% |
| All | +1,740.7% | +4.1% | +1,736.7% | +899.1% |
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