+477.4%
FTI vs UEC
+0.2%
+477.2%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.1% | +4.1% | +2.4% |
| 7D | +4.3% | -3.8% | +8.1% | +4.8% |
| 30D | -4.7% | -13.5% | +8.8% | -2.6% |
| 3M | -13.5% | -40.5% | +27.0% | -6.6% |
| 6M | -8.7% | -56.7% | +48.0% | +2.4% |
| YTD | +49.0% | -43.0% | +92.0% | +56.3% |
| 1Y | +54.0% | -42.5% | +96.6% | +60.3% |
| 3Y | +211.6% | +11.6% | +200.1% | +168.6% |
| 5Y | +881.9% | +21.8% | +860.1% | +671.6% |
| 10Y | +188.1% | +623.9% | -435.8% | +43.1% |
| All | +477.4% | +0.2% | +477.2% | +142.9% |
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