-51.7%
FIG vs UEC
-46.3%
-5.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -4.9% | +10.1% | +5.4% |
| 7D | -4.7% | -13.8% | +9.1% | -4.2% |
| 30D | +0.5% | -23.1% | +23.6% | +1.4% |
| 3M | -18.4% | -31.5% | +13.1% | -17.2% |
| 6M | +10.9% | -51.5% | +62.4% | +14.1% |
| YTD | -40.8% | -38.4% | -2.3% | -43.2% |
| 1Y | -51.7% | -44.7% | -7.0% | -52.8% |
| All | -51.7% | -46.3% | -5.3% | -52.8% |
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