+43.8%
FWONK vs UEC
+122.3%
-78.5%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.2% | +5.3% | +0.4% |
| 7D | +0.1% | -9.4% | +9.5% | +0.5% |
| 30D | -7.7% | -8.0% | +0.3% | -7.5% |
| 3M | +5.7% | -1.7% | +7.4% | +5.6% |
| 6M | +13.5% | -26.1% | +39.6% | +14.2% |
| YTD | -3.0% | -10.5% | +7.6% | -3.6% |
| 1Y | -6.4% | -13.3% | +6.9% | -7.4% |
| 3Y | +43.8% | +116.4% | -72.5% | +39.2% |
| All | +43.8% | +122.3% | -78.5% | +39.2% |
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 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