-29.1%
FN vs UEC
-47.1%
+18.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +6.8% | +4.9% | +8.6% |
| 7D | 0.0% | -10.2% | +10.2% | +5.3% |
| 30D | -34.3% | -26.9% | -7.4% | -24.6% |
| 3M | -39.9% | -35.7% | -4.2% | -28.5% |
| 6M | -51.8% | -56.1% | +4.3% | -34.5% |
| YTD | -28.1% | -40.8% | +12.6% | -21.9% |
| 1Y | -29.1% | -43.4% | +14.3% | -22.0% |
| All | -29.1% | -47.1% | +18.0% | -22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling