+203.1%
FITB vs UEC
+631.2%
-428.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.9% | +5.0% | -0.1% |
| 7D | +0.8% | +4.9% | -4.1% | +0.1% |
| 30D | +7.3% | -17.5% | +24.8% | +9.7% |
| 3M | -6.3% | -40.1% | +33.8% | -0.6% |
| 6M | +12.6% | -56.1% | +68.7% | +23.1% |
| YTD | +18.0% | -41.8% | +59.8% | +22.1% |
| 1Y | +28.9% | -44.8% | +73.7% | +33.7% |
| 3Y | +139.4% | +20.6% | +118.8% | +106.1% |
| 5Y | +47.2% | +24.3% | +22.9% | +15.8% |
| All | +203.1% | +631.2% | -428.1% | +49.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling