+14.4%
FIX vs UEC
-46.3%
+60.7%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | -4.9% | -10.2% | -13.2% |
| 7D | -18.9% | -13.8% | -5.1% | -13.9% |
| 30D | -36.3% | -23.1% | -13.2% | -29.6% |
| 3M | -38.5% | -31.5% | -7.0% | -30.4% |
| 6M | -42.3% | -51.5% | +9.2% | -27.4% |
| YTD | +17.1% | -38.4% | +55.5% | +27.0% |
| 1Y | +14.4% | -44.7% | +59.1% | +27.3% |
| All | +14.4% | -46.3% | +60.7% | +27.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling