+3,800.0%
FIX vs UEC
+765.9%
+3,034.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +10.1% | -0.7% | +7.4% |
| 7D | -7.2% | +1.5% | -8.7% | -7.2% |
| 30D | -35.1% | -17.1% | -18.0% | -32.5% |
| 3M | -34.3% | -32.3% | -1.9% | -29.3% |
| 6M | -42.9% | -49.7% | +6.8% | -35.7% |
| YTD | +19.5% | -34.8% | +54.2% | +27.5% |
| 1Y | +16.8% | -37.5% | +54.3% | +25.4% |
| 3Y | +506.7% | +37.1% | +469.7% | +445.4% |
| 5Y | +1,046.7% | +44.3% | +1,002.4% | +843.6% |
| 10Y | +3,800.0% | +737.4% | +3,062.6% | +1,973.6% |
| All | +3,800.0% | +765.9% | +3,034.1% | +1,973.6% |
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