+47.7%
FND vs UEC
+635.9%
-588.2%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.2% | +6.2% | +1.8% |
| 7D | -5.8% | -9.4% | +3.7% | -4.4% |
| 30D | -20.2% | -8.0% | -12.2% | -19.5% |
| 3M | -12.0% | -1.7% | -10.3% | -12.3% |
| 6M | -18.5% | -26.1% | +7.6% | -16.5% |
| YTD | -22.3% | -10.5% | -11.7% | -23.3% |
| 1Y | -47.6% | -13.3% | -34.4% | -48.8% |
| 3Y | -49.8% | +116.4% | -166.1% | -60.3% |
| 5Y | -63.0% | +225.5% | -288.5% | -74.7% |
| All | +47.7% | +635.9% | -588.2% | -29.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling