+948.1%
FIX vs UEC
+47.5%
+900.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +6.8% | -1.3% | +3.8% |
| 7D | -17.5% | -10.2% | -7.2% | -15.0% |
| 30D | -41.6% | -26.9% | -14.6% | -36.9% |
| 3M | -40.6% | -35.7% | -4.9% | -34.5% |
| 6M | -49.4% | -56.1% | +6.7% | -39.9% |
| YTD | +9.2% | -40.8% | +49.9% | +20.6% |
| 1Y | +6.5% | -43.4% | +49.8% | +18.3% |
| 3Y | +448.7% | +25.4% | +423.4% | +399.9% |
| All | +948.1% | +47.5% | +900.5% | +771.5% |
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