+1,092.2%
FIX vs UEC
+39.8%
+1,052.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.8% | +4.2% | +4.8% |
| 7D | +6.4% | +0.6% | +5.9% | +6.5% |
| 30D | -29.1% | -18.1% | -11.0% | -25.4% |
| 3M | -31.1% | -36.9% | +5.8% | -23.7% |
| 6M | -42.8% | -56.1% | +13.3% | -32.1% |
| YTD | +24.6% | -38.1% | +62.7% | +36.2% |
| 1Y | +21.9% | -41.7% | +63.6% | +34.5% |
| 3Y | +524.9% | +28.2% | +496.7% | +465.3% |
| 5Y | +1,092.2% | +31.7% | +1,060.5% | +892.1% |
| All | +1,092.2% | +39.8% | +1,052.4% | +892.1% |
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