+45.8%
FXI vs UEC
+0.2%
+45.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.2% |
| 7D | -4.2% | -3.8% | -0.4% | -3.9% |
| 30D | -1.1% | -13.5% | +12.4% | 0.0% |
| 3M | -4.0% | -40.5% | +36.5% | +0.5% |
| 6M | -11.8% | -56.7% | +44.8% | -5.4% |
| YTD | -11.9% | -43.0% | +31.1% | -9.0% |
| 1Y | -16.1% | -42.5% | +26.4% | -13.8% |
| 3Y | +38.8% | +11.6% | +27.2% | +27.6% |
| 5Y | -9.1% | +21.8% | -30.8% | -21.8% |
| 10Y | +18.4% | +623.9% | -605.5% | -26.3% |
| All | +45.8% | +0.2% | +45.6% | -24.1% |
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