-49.1%
FND vs UEC
+153.0%
-202.1%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +3.0% | -7.6% | -4.9% |
| 7D | +0.4% | +2.6% | -2.2% | +0.1% |
| 30D | -23.6% | +5.6% | -29.2% | -24.1% |
| 3M | +4.3% | -5.7% | +10.0% | +4.0% |
| 6M | -20.3% | -8.0% | -12.2% | -20.7% |
| YTD | -21.3% | +1.8% | -23.1% | -22.5% |
| 1Y | -45.4% | +0.6% | -46.0% | -46.5% |
| All | -49.1% | +153.0% | -202.1% | -55.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling