-0.1%
FTV vs UEC
+289.3%
-289.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -1.0% |
| 7D | -1.3% | -0.2% | -1.1% | -1.3% |
| 30D | -9.5% | +1.9% | -11.4% | -9.8% |
| 3M | -10.9% | +8.9% | -19.8% | -11.9% |
| 6M | -0.6% | -14.5% | +13.8% | -0.6% |
| YTD | +1.4% | -0.7% | +2.1% | -0.7% |
| 1Y | +17.6% | -4.1% | +21.7% | +14.2% |
| 3Y | -3.3% | +148.9% | -152.2% | -18.1% |
| 5Y | -0.1% | +300.0% | -300.1% | -21.4% |
| All | -0.1% | +289.3% | -289.4% | -21.4% |
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