-41.7%
UEC vs FGI
+50.2%
-91.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.9% | -5.0% | +0.8% |
| 7D | +0.6% | +6.9% | -6.3% | +0.5% |
| 30D | -18.1% | +3.9% | -22.1% | -18.1% |
| 3M | -36.9% | +74.3% | -111.2% | -37.5% |
| 6M | -56.1% | +28.9% | -85.0% | -56.5% |
| YTD | -38.1% | +39.1% | -77.2% | -42.7% |
| 1Y | -41.7% | +49.3% | -91.0% | -45.1% |
| All | -41.7% | +50.2% | -91.9% | -45.1% |
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