+794.1%
FN vs UEC
+696.7%
+97.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -5.9% | +1.1% | -3.6% |
| 7D | -4.1% | -5.2% | +1.1% | -2.7% |
| 30D | -28.3% | -22.0% | -6.3% | -24.3% |
| 3M | -33.9% | -37.0% | +3.1% | -27.7% |
| 6M | -43.9% | -52.7% | +8.8% | -35.7% |
| YTD | -23.4% | -38.6% | +15.2% | -17.1% |
| 1Y | -25.4% | -44.6% | +19.2% | -17.8% |
| 3Y | +107.9% | +27.1% | +80.8% | +92.7% |
| 5Y | +195.1% | +37.9% | +157.2% | +151.5% |
| 10Y | +794.1% | +631.6% | +162.5% | +480.4% |
| All | +794.1% | +696.7% | +97.4% | +480.4% |
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