-63.3%
FND vs UEC
+273.6%
-336.9%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.0% | +3.5% | -0.8% |
| 7D | -5.1% | -4.3% | -0.8% | -4.5% |
| 30D | -22.5% | -3.8% | -18.7% | -22.3% |
| 3M | -5.0% | +17.0% | -22.0% | -7.6% |
| 6M | -21.5% | -23.9% | +2.4% | -20.0% |
| YTD | -23.0% | -5.7% | -17.4% | -24.5% |
| 1Y | -44.9% | -12.5% | -32.4% | -46.2% |
| 3Y | -50.0% | +136.5% | -186.5% | -61.3% |
| 5Y | -63.3% | +243.3% | -306.6% | -75.0% |
| All | -63.3% | +273.6% | -336.9% | -75.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling