-42.5%
UEC vs FGI
+17.8%
-60.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -25.2% | +23.1% | -1.9% |
| 7D | -3.8% | -14.4% | +10.6% | -3.7% |
| 30D | -13.5% | -11.8% | -1.7% | -13.4% |
| 3M | -40.5% | -46.2% | +5.8% | -40.3% |
| 6M | -56.7% | +5.2% | -61.8% | -57.0% |
| YTD | -43.0% | +10.5% | -53.5% | -47.0% |
| 1Y | -42.5% | +25.5% | -68.0% | -47.9% |
| All | -42.5% | +17.8% | -60.3% | -47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 1y: compounded portfolio wealth divided by compounded FGI 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…
1y analysis · Full analysis span regression · 6 months rolling