+5,831.7%
FIX vs UEC
+903.5%
+4,928.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.9% |
| 7D | +6.0% | -6.9% | +13.0% | +7.5% |
| 30D | -7.2% | +7.6% | -14.9% | -9.0% |
| 3M | -15.9% | -18.4% | +2.5% | -13.4% |
| 6M | +12.7% | -23.3% | +36.0% | +16.7% |
| YTD | +72.8% | -1.2% | +74.0% | +70.0% |
| 1Y | +122.9% | +2.3% | +120.6% | +115.5% |
| 3Y | +774.3% | +162.3% | +612.0% | +595.4% |
| 5Y | +2,049.5% | +287.2% | +1,762.2% | +1,368.3% |
| All | +5,831.7% | +903.5% | +4,928.2% | +2,804.4% |
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