+3,689.8%
FN vs UEC
+316.6%
+3,373.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.9% | +3.1% |
| 7D | -1.7% | -6.9% | +5.3% | -0.5% |
| 30D | -22.0% | +7.6% | -29.6% | -23.2% |
| 3M | -43.0% | -18.4% | -24.6% | -41.4% |
| 6M | -27.7% | -23.3% | -4.5% | -25.3% |
| YTD | -10.5% | -1.2% | -9.3% | -11.7% |
| 1Y | +12.5% | +2.3% | +10.2% | +9.5% |
| 3Y | +153.8% | +162.3% | -8.5% | +110.2% |
| 5Y | +288.0% | +287.2% | +0.8% | +183.4% |
| 10Y | +906.4% | +1,009.6% | -103.2% | +450.6% |
| All | +3,689.8% | +316.6% | +3,373.2% | +2,041.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling