-44.9%
FND vs UEC
-8.9%
-36.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.0% | +3.5% | -0.9% |
| 7D | -5.1% | -4.3% | -0.8% | -4.6% |
| 30D | -22.5% | -3.8% | -18.7% | -22.4% |
| 3M | -5.0% | +17.0% | -22.0% | -7.1% |
| 6M | -21.5% | -23.9% | +2.4% | -20.8% |
| YTD | -23.0% | -5.7% | -17.4% | -23.8% |
| 1Y | -44.9% | -12.5% | -32.4% | -45.2% |
| All | -44.9% | -8.9% | -36.0% | -45.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling