+157.3%
UEC vs FGI
-68.3%
+225.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.9% | -5.0% | +0.7% |
| 7D | +0.6% | +6.9% | -6.3% | +0.4% |
| 30D | -18.1% | +3.9% | -22.1% | -18.2% |
| 3M | -36.9% | +74.3% | -111.2% | -38.4% |
| 6M | -56.1% | +28.9% | -85.0% | -57.0% |
| YTD | -38.1% | +39.1% | -77.2% | -41.0% |
| 1Y | -41.7% | +49.3% | -91.0% | -44.8% |
| 3Y | +28.2% | +5.7% | +22.5% | +16.6% |
| All | +157.3% | -68.3% | +225.6% | +164.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling