+2,105.4%
FIX vs UEC
+274.7%
+1,830.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.9% |
| 7D | +6.0% | -6.9% | +13.0% | +7.7% |
| 30D | -7.2% | +7.6% | -14.9% | -9.3% |
| 3M | -15.9% | -18.4% | +2.5% | -13.2% |
| 6M | +12.7% | -23.3% | +36.0% | +17.0% |
| YTD | +72.8% | -1.2% | +74.0% | +69.5% |
| 1Y | +122.9% | +2.3% | +120.6% | +114.6% |
| 3Y | +774.3% | +162.3% | +612.0% | +592.0% |
| All | +2,105.4% | +274.7% | +1,830.8% | +1,516.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling