-0.9%
BA vs UEC
+274.7%
-275.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.6% | +0.8% |
| 7D | +1.2% | -6.9% | +8.1% | +2.2% |
| 30D | -11.6% | +7.6% | -19.3% | -12.9% |
| 3M | -2.4% | -18.4% | +16.0% | -0.5% |
| 6M | -6.6% | -23.3% | +16.6% | -4.9% |
| YTD | -2.2% | -1.2% | -1.0% | -4.9% |
| 1Y | -8.0% | +2.3% | -10.3% | -12.5% |
| 3Y | -5.0% | +162.3% | -167.3% | -27.3% |
| All | -0.9% | +274.7% | -275.6% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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