+826.4%
FN vs UEC
+765.9%
+60.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +10.1% | +1.7% | +9.9% |
| 7D | +16.3% | +1.5% | +14.8% | +16.4% |
| 30D | -24.7% | -17.1% | -7.7% | -21.5% |
| 3M | -34.9% | -32.3% | -2.6% | -29.9% |
| 6M | -41.1% | -49.7% | +8.6% | -33.4% |
| YTD | -19.6% | -34.8% | +15.1% | -14.0% |
| 1Y | -18.5% | -37.5% | +19.0% | -12.1% |
| 3Y | +119.1% | +37.1% | +82.1% | +100.3% |
| 5Y | +206.9% | +44.3% | +162.6% | +159.1% |
| 10Y | +826.4% | +737.4% | +89.1% | +508.5% |
| All | +826.4% | +765.9% | +60.5% | +508.5% |
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