+295.8%
FTI vs UEC
+885.8%
-590.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.2% | +6.2% | +2.1% |
| 7D | -4.4% | -9.4% | +5.1% | -2.5% |
| 30D | +1.5% | -8.0% | +9.5% | +2.6% |
| 3M | +8.2% | -1.7% | +9.9% | +7.1% |
| 6M | +18.8% | -26.1% | +45.0% | +21.6% |
| YTD | +71.7% | -10.5% | +82.2% | +66.5% |
| 1Y | +90.0% | -13.3% | +103.3% | +80.6% |
| 3Y | +270.5% | +116.4% | +154.1% | +162.6% |
| 5Y | +1,084.5% | +225.5% | +859.0% | +580.8% |
| All | +295.8% | +885.8% | -590.0% | +43.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling