+3,644.4%
FIX vs UEC
+696.7%
+2,947.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.9% | +5.2% | +0.5% |
| 7D | -13.9% | -5.2% | -8.8% | -12.8% |
| 30D | -35.5% | -22.0% | -13.6% | -32.1% |
| 3M | -33.9% | -37.0% | +3.1% | -28.0% |
| 6M | -43.3% | -52.7% | +9.4% | -35.3% |
| YTD | +18.7% | -38.6% | +57.3% | +28.2% |
| 1Y | +13.8% | -44.6% | +58.4% | +24.9% |
| 3Y | +495.0% | +27.1% | +467.8% | +442.5% |
| 5Y | +1,049.0% | +37.9% | +1,011.2% | +855.0% |
| 10Y | +3,644.4% | +631.6% | +3,012.8% | +1,942.3% |
| All | +3,644.4% | +696.7% | +2,947.8% | +1,942.3% |
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 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