+25.4%
UEC vs FGI
+1.5%
+23.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.8% | +7.6% | +6.8% |
| 7D | -10.2% | -7.0% | -3.3% | -10.3% |
| 30D | -26.9% | -4.2% | -22.7% | -26.9% |
| 3M | -35.7% | +55.6% | -91.3% | -35.5% |
| 6M | -56.1% | -3.2% | -53.0% | -56.1% |
| YTD | -40.8% | +29.1% | -69.9% | -41.2% |
| 1Y | -43.4% | +51.0% | -94.3% | -43.5% |
| 3Y | +25.4% | +1.5% | +23.8% | +24.3% |
| All | +25.4% | +1.5% | +23.8% | +24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling