-71.6%
FLNC vs UEC
+169.3%
-241.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -5.2% | +7.6% | +4.5% |
| 7D | -4.1% | -9.4% | +5.4% | -0.2% |
| 30D | -24.8% | -8.0% | -16.8% | -22.6% |
| 3M | -59.1% | -1.7% | -57.4% | -58.9% |
| 6M | -42.0% | -26.1% | -15.8% | -35.7% |
| YTD | -49.8% | -10.5% | -39.3% | -48.1% |
| 1Y | +43.1% | -13.3% | +56.4% | +50.1% |
| 3Y | -61.0% | +116.4% | -177.3% | -75.0% |
| All | -71.6% | +169.3% | -241.0% | -86.3% |
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 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