+595.7%
FTI vs UEC
+73.5%
+522.2%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.3% |
| 7D | +5.3% | -6.9% | +12.2% | +6.5% |
| 30D | +15.3% | +7.6% | +7.7% | +13.4% |
| 3M | +15.8% | -18.4% | +34.2% | +17.9% |
| 6M | +22.6% | -23.3% | +45.9% | +24.2% |
| YTD | +79.5% | -1.2% | +80.7% | +72.6% |
| 1Y | +102.0% | +2.3% | +99.7% | +89.1% |
| 3Y | +315.8% | +162.3% | +153.5% | +209.3% |
| 5Y | +1,129.5% | +287.2% | +842.3% | +691.0% |
| 10Y | +320.9% | +1,009.6% | -688.7% | +94.7% |
| All | +595.7% | +73.5% | +522.2% | +168.2% |
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 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