+1,060.6%
FLEX vs UEC
+933.9%
+126.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.0% | +1.4% | +3.8% |
| 7D | +7.0% | +2.6% | +4.4% | +6.4% |
| 30D | -5.8% | +5.6% | -11.4% | -7.1% |
| 3M | -24.2% | -5.7% | -18.5% | -24.0% |
| 6M | +90.8% | -8.0% | +98.8% | +91.6% |
| YTD | +89.2% | +1.8% | +87.4% | +85.6% |
| 1Y | +104.7% | +0.6% | +104.1% | +98.5% |
| 3Y | +478.1% | +155.2% | +322.9% | +349.1% |
| 5Y | +726.2% | +305.8% | +420.4% | +435.7% |
| 10Y | +1,060.6% | +943.0% | +117.6% | +470.5% |
| All | +1,060.6% | +933.9% | +126.7% | +470.5% |
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 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