+885.8%
UEC vs FIVN
+118.5%
+767.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.4% | -6.5% | -5.5% |
| 7D | -9.4% | -7.8% | -1.6% | -7.7% |
| 30D | -8.0% | -1.7% | -6.3% | -7.8% |
| 3M | -1.7% | +47.2% | -48.9% | -12.3% |
| 6M | -26.1% | +82.7% | -108.9% | -39.5% |
| YTD | -10.5% | +52.9% | -63.4% | -24.2% |
| 1Y | -13.3% | +17.5% | -30.7% | -21.2% |
| 3Y | +116.4% | -55.8% | +172.2% | +145.7% |
| 5Y | +225.5% | -82.3% | +307.9% | +352.7% |
| All | +885.8% | +118.5% | +767.3% | +1,041.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 10y: compounded portfolio wealth divided by compounded FIVN 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…
10y analysis · Full analysis span regression · 6 months rolling