-65.6%
FIS vs UEC
+278.7%
-344.3%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +3.0% | -8.9% | -6.1% |
| 7D | -3.5% | +2.6% | -6.0% | -3.6% |
| 30D | -7.8% | +5.6% | -13.4% | -8.3% |
| 3M | +0.8% | -5.7% | +6.5% | +0.7% |
| 6M | -21.9% | -8.0% | -13.9% | -22.3% |
| YTD | -39.5% | +1.8% | -41.3% | -40.7% |
| 1Y | -41.0% | +0.6% | -41.6% | -42.8% |
| 3Y | -23.6% | +155.2% | -178.8% | -35.3% |
| 5Y | -65.6% | +305.8% | -371.4% | -73.1% |
| All | -65.6% | +278.7% | -344.3% | -73.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling