+310.7%
UEC vs FGI
-70.4%
+381.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +7.5% | -7.3% | +0.1% |
| 7D | -6.9% | +0.5% | -7.5% | -7.0% |
| 30D | +7.6% | +65.4% | -57.8% | +5.2% |
| 3M | -18.4% | +23.5% | -41.9% | -19.8% |
| 6M | -23.3% | +60.5% | -83.8% | -27.2% |
| YTD | -1.2% | +30.0% | -31.2% | -5.6% |
| 1Y | +2.3% | +82.1% | -79.8% | -6.0% |
| 3Y | +162.3% | -4.4% | +166.7% | +140.0% |
| All | +310.7% | -70.4% | +381.0% | +323.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling