+90.3%
FOXA vs UEC
+836.2%
-745.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.3% | -0.6% |
| 7D | -0.6% | +2.6% | -3.2% | -0.9% |
| 30D | +2.3% | +5.6% | -3.3% | +1.6% |
| 3M | -2.8% | -5.7% | +2.9% | -3.1% |
| 6M | +9.6% | -8.0% | +17.6% | +8.8% |
| YTD | -9.9% | +1.8% | -11.7% | -12.0% |
| 1Y | +5.4% | +0.6% | +4.8% | +1.8% |
| 3Y | +115.3% | +155.2% | -39.9% | +80.2% |
| 5Y | +93.1% | +305.8% | -212.7% | +41.4% |
| All | +90.3% | +836.2% | -745.9% | -2.8% |
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