+211.6%
FTI vs UEC
+18.1%
+193.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.1% | +4.1% | +2.3% |
| 7D | +4.3% | -3.8% | +8.1% | +4.6% |
| 30D | -4.7% | -13.5% | +8.8% | -3.4% |
| 3M | -13.5% | -40.5% | +27.0% | -9.2% |
| 6M | -8.7% | -56.7% | +48.0% | -1.3% |
| YTD | +49.0% | -43.0% | +92.0% | +52.8% |
| 1Y | +54.0% | -42.5% | +96.6% | +57.0% |
| 3Y | +211.6% | +11.6% | +200.1% | +149.1% |
| All | +211.6% | +18.1% | +193.5% | +149.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling