+153.6%
FITB vs UEC
+73.5%
+80.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.4% | -0.2% |
| 7D | +0.6% | -6.9% | +7.5% | +1.5% |
| 30D | -4.7% | +7.6% | -12.4% | -5.9% |
| 3M | +6.7% | -18.4% | +25.1% | +8.1% |
| 6M | +12.6% | -23.3% | +35.8% | +14.0% |
| YTD | +19.1% | -1.2% | +20.3% | +15.9% |
| 1Y | +22.6% | +2.3% | +20.3% | +17.1% |
| 3Y | +127.1% | +162.3% | -35.2% | +82.2% |
| 5Y | +71.8% | +287.2% | -215.4% | +21.5% |
| 10Y | +287.2% | +1,009.6% | -722.4% | +107.0% |
| All | +153.6% | +73.5% | +80.0% | +2.7% |
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