+743.6%
FN vs UEC
+704.7%
+38.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +6.8% | +4.9% | +10.3% |
| 7D | 0.0% | -10.2% | +10.2% | +2.4% |
| 30D | -34.3% | -26.9% | -7.4% | -29.8% |
| 3M | -39.9% | -35.7% | -4.2% | -34.6% |
| 6M | -51.8% | -56.1% | +4.3% | -44.1% |
| YTD | -28.1% | -40.8% | +12.6% | -21.7% |
| 1Y | -29.1% | -43.4% | +14.3% | -22.1% |
| 3Y | +102.4% | +25.4% | +77.1% | +88.3% |
| 5Y | +171.7% | +51.1% | +120.6% | +128.6% |
| All | +743.6% | +704.7% | +38.9% | +470.7% |
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