+300.9%
FWONK vs UEC
+606.4%
-305.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.0% | +3.6% | -0.9% |
| 7D | -1.5% | -4.3% | +2.7% | -1.2% |
| 30D | -6.8% | -3.8% | -2.9% | -6.6% |
| 3M | +7.7% | +17.0% | -9.3% | +5.5% |
| 6M | +11.0% | -23.9% | +34.9% | +12.2% |
| YTD | -3.1% | -5.7% | +2.5% | -4.9% |
| 1Y | -3.5% | -12.5% | +9.1% | -5.5% |
| 3Y | +44.6% | +136.5% | -91.9% | +22.3% |
| 5Y | +98.3% | +243.3% | -145.0% | +50.7% |
| 10Y | +339.3% | +939.6% | -600.3% | +158.1% |
| All | +300.9% | +606.4% | -305.5% | +134.9% |
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