-72.3%
FLNC vs UEC
+184.0%
-256.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -5.0% | +0.8% | -2.3% |
| 7D | -5.0% | -4.3% | -0.7% | -3.2% |
| 30D | -26.1% | -3.8% | -22.2% | -25.2% |
| 3M | -55.2% | +17.0% | -72.2% | -57.8% |
| 6M | -42.6% | -23.9% | -18.7% | -37.2% |
| YTD | -51.0% | -5.7% | -45.4% | -50.3% |
| 1Y | +43.3% | -12.5% | +55.9% | +49.5% |
| 3Y | -63.4% | +136.5% | -199.9% | -77.4% |
| All | -72.3% | +184.0% | -256.3% | -86.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling