+1,107.3%
FTI vs UEC
+293.2%
+814.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | 0.0% |
| 7D | -2.3% | -0.2% | -2.2% | -2.3% |
| 30D | +5.0% | +1.9% | +3.1% | +4.2% |
| 3M | +13.8% | +8.9% | +4.9% | +10.5% |
| 6M | +22.9% | -14.5% | +37.3% | +22.3% |
| YTD | +75.0% | -0.7% | +75.7% | +67.1% |
| 1Y | +96.9% | -4.1% | +100.9% | +84.5% |
| 3Y | +276.7% | +148.9% | +127.8% | +161.2% |
| All | +1,107.3% | +293.2% | +814.1% | +597.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling