+693.0%
FN vs UEC
+616.1%
+76.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -2.1% | -5.2% | -6.9% |
| 7D | +0.3% | -3.8% | +4.0% | +1.2% |
| 30D | -16.5% | -13.5% | -3.0% | -13.6% |
| 3M | -42.1% | -40.5% | -1.6% | -35.9% |
| 6M | -52.9% | -56.7% | +3.8% | -45.0% |
| YTD | -28.0% | -43.0% | +15.0% | -20.8% |
| 1Y | -18.5% | -42.5% | +24.0% | -10.5% |
| 3Y | +93.9% | +11.6% | +82.3% | +83.9% |
| 5Y | +170.5% | +21.8% | +148.7% | +135.5% |
| All | +693.0% | +616.1% | +76.9% | +411.7% |
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