+81.3%
FN vs UEC
+11.7%
+69.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -9.9% | -4.4% | -10.8% |
| 7D | -16.0% | -20.5% | +4.5% | -8.6% |
| 30D | -40.1% | -35.9% | -4.2% | -30.0% |
| 3M | -43.9% | -39.6% | -4.3% | -33.8% |
| 6M | -55.6% | -55.3% | -0.3% | -43.1% |
| YTD | -35.7% | -44.5% | +8.9% | -24.9% |
| 1Y | -39.8% | -50.4% | +10.6% | -27.4% |
| All | +81.3% | +11.7% | +69.6% | +55.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling