+266.8%
FTI vs UEC
+134.5%
+132.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.0% | +2.1% | -2.3% |
| 7D | -5.6% | -4.3% | -1.4% | -5.2% |
| 30D | +0.4% | -3.8% | +4.2% | +0.5% |
| 3M | +8.1% | +17.0% | -8.9% | +5.4% |
| 6M | +16.7% | -23.9% | +40.6% | +18.3% |
| YTD | +70.0% | -5.7% | +75.6% | +66.0% |
| 1Y | +85.4% | -12.5% | +98.0% | +79.7% |
| All | +266.8% | +134.5% | +132.3% | +188.5% |
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