+2,625.3%
FN vs UEC
+133.9%
+2,491.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -9.9% | -4.4% | -12.6% |
| 7D | -16.0% | -20.5% | +4.5% | -12.5% |
| 30D | -40.1% | -35.9% | -4.2% | -35.3% |
| 3M | -43.9% | -39.6% | -4.3% | -39.0% |
| 6M | -55.6% | -55.3% | -0.3% | -49.6% |
| YTD | -35.7% | -44.5% | +8.9% | -29.9% |
| 1Y | -39.8% | -50.4% | +10.6% | -33.3% |
| 3Y | +80.3% | +12.1% | +68.2% | +71.4% |
| 5Y | +143.3% | +41.5% | +101.8% | +109.1% |
| 10Y | +682.3% | +644.8% | +37.5% | +362.8% |
| All | +2,625.3% | +133.9% | +2,491.4% | +1,600.3% |
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