+146.3%
UEC vs FGI
-70.6%
+216.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.8% | +7.6% | +6.8% |
| 7D | -10.2% | -7.0% | -3.3% | -10.1% |
| 30D | -26.9% | -4.2% | -22.7% | -26.9% |
| 3M | -35.7% | +55.6% | -91.3% | -37.1% |
| 6M | -56.1% | -3.2% | -53.0% | -56.7% |
| YTD | -40.8% | +29.1% | -69.9% | -43.5% |
| 1Y | -43.4% | +51.0% | -94.3% | -46.4% |
| 3Y | +25.4% | +1.5% | +23.8% | +13.3% |
| All | +146.3% | -70.6% | +216.8% | +153.9% |
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