+191.8%
FN vs UEC
+23.6%
+168.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.9% | +1.8% | -2.6% |
| 7D | +20.8% | +4.9% | +15.8% | +19.6% |
| 30D | -17.3% | -17.5% | +0.2% | -12.5% |
| 3M | -38.1% | -40.1% | +2.0% | -29.8% |
| 6M | -44.2% | -56.1% | +11.9% | -32.6% |
| YTD | -22.3% | -41.8% | +19.5% | -13.0% |
| 1Y | -20.9% | -44.8% | +23.9% | -10.5% |
| 3Y | +111.1% | +20.6% | +90.5% | +96.1% |
| 5Y | +191.8% | +24.3% | +167.5% | +147.8% |
| All | +191.8% | +23.6% | +168.2% | +147.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling