+173.5%
FN vs UEC
+47.5%
+125.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +6.8% | +4.9% | +9.9% |
| 7D | 0.0% | -10.2% | +10.2% | +3.1% |
| 30D | -34.3% | -26.9% | -7.4% | -28.6% |
| 3M | -39.9% | -35.7% | -4.2% | -33.1% |
| 6M | -51.8% | -56.1% | +4.3% | -42.0% |
| YTD | -28.1% | -40.8% | +12.6% | -20.1% |
| 1Y | -29.1% | -43.4% | +14.3% | -20.3% |
| 3Y | +102.4% | +25.4% | +77.1% | +86.4% |
| All | +173.5% | +47.5% | +125.9% | +131.7% |
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 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