+59.3%
FND vs UEC
+409.2%
-349.8%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.6% | -0.9% |
| 7D | -4.4% | +0.6% | -5.0% | -4.6% |
| 30D | +14.5% | -18.1% | +32.6% | +17.5% |
| 3M | -15.6% | -36.9% | +21.3% | -10.4% |
| 6M | +4.7% | -56.1% | +60.8% | +16.0% |
| YTD | -16.1% | -38.1% | +22.0% | -13.0% |
| 1Y | -16.0% | -41.7% | +25.7% | -12.5% |
| 3Y | -35.5% | +28.2% | -63.7% | -44.8% |
| 5Y | -60.5% | +31.7% | -92.2% | -68.9% |
| All | +59.3% | +409.2% | -349.8% | -19.6% |
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