+52.4%
FXI vs UEC
+78.8%
-26.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.0% | -5.5% | -2.8% |
| 7D | -1.0% | +2.6% | -3.6% | -1.2% |
| 30D | -3.2% | +5.6% | -8.8% | -4.0% |
| 3M | +1.7% | -5.7% | +7.4% | +1.5% |
| 6M | -1.6% | -8.0% | +6.5% | -2.2% |
| YTD | -7.9% | +1.8% | -9.7% | -9.9% |
| 1Y | -9.6% | +0.6% | -10.2% | -12.5% |
| 3Y | +40.5% | +155.2% | -114.7% | +18.8% |
| 5Y | -6.2% | +305.8% | -312.0% | -28.9% |
| 10Y | +14.2% | +943.0% | -928.8% | -31.3% |
| All | +52.4% | +78.8% | -26.4% | -24.8% |
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