+151.1%
FITB vs UEC
+2.3%
+148.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.9% | +5.0% | -0.2% |
| 7D | +0.8% | +4.9% | -4.1% | +0.1% |
| 30D | +7.3% | -17.5% | +24.8% | +9.5% |
| 3M | -6.3% | -40.1% | +33.8% | -1.0% |
| 6M | +12.6% | -56.1% | +68.7% | +22.3% |
| YTD | +18.0% | -41.8% | +59.8% | +22.0% |
| 1Y | +28.9% | -44.8% | +73.7% | +33.5% |
| 3Y | +139.4% | +20.6% | +118.8% | +111.5% |
| 5Y | +47.2% | +24.3% | +22.9% | +20.9% |
| 10Y | +213.0% | +639.1% | -426.1% | +75.7% |
| All | +151.1% | +2.3% | +148.9% | +8.0% |
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