+47.5%
FITB vs UEC
+21.1%
+26.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.2% | +1.3% |
| 7D | +2.8% | -3.8% | +6.5% | +3.1% |
| 30D | +9.8% | -13.5% | +23.3% | +11.0% |
| 3M | -5.2% | -40.5% | +35.3% | -1.0% |
| 6M | +17.3% | -56.7% | +74.0% | +25.4% |
| YTD | +19.3% | -43.0% | +62.3% | +22.4% |
| 1Y | +32.7% | -42.5% | +75.2% | +35.5% |
| 3Y | +141.6% | +11.6% | +130.0% | +115.4% |
| All | +47.5% | +21.1% | +26.4% | +22.8% |
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 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