+56.7%
FND vs UEC
+712.7%
-656.0%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.5% | +1.7% |
| 7D | -5.2% | -6.9% | +1.7% | -4.2% |
| 30D | -19.9% | +7.6% | -27.5% | -21.0% |
| 3M | +2.7% | -18.4% | +21.1% | +4.7% |
| 6M | -21.7% | -23.3% | +1.6% | -20.2% |
| YTD | -17.5% | -1.2% | -16.3% | -19.7% |
| 1Y | -39.3% | +2.3% | -41.6% | -42.2% |
| 3Y | -49.8% | +162.3% | -212.0% | -61.5% |
| 5Y | -60.1% | +287.2% | -347.3% | -73.5% |
| All | +56.7% | +712.7% | -656.0% | -25.8% |
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