+25.0%
FLEX vs UEC
-46.3%
+71.3%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -4.9% | -7.4% | -10.2% |
| 7D | -17.0% | -13.8% | -3.2% | -11.3% |
| 30D | -33.8% | -23.1% | -10.7% | -26.0% |
| 3M | -39.0% | -31.5% | -7.5% | -29.6% |
| 6M | -15.9% | -51.5% | +35.6% | +8.8% |
| YTD | +27.8% | -38.4% | +66.3% | +50.2% |
| 1Y | +25.0% | -44.7% | +69.7% | +48.3% |
| All | +25.0% | -46.3% | +71.3% | +48.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling