+164.2%
BA vs UEC
+7.8%
+156.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.9% | +6.5% | +1.2% |
| 7D | 0.0% | -5.2% | +5.2% | +0.4% |
| 30D | -8.9% | -22.0% | +13.1% | -6.8% |
| 3M | -25.5% | -37.0% | +11.5% | -22.3% |
| 6M | -27.0% | -52.7% | +25.7% | -22.0% |
| YTD | -20.1% | -38.6% | +18.5% | -17.9% |
| 1Y | -11.0% | -44.6% | +33.6% | -7.9% |
| 3Y | -11.8% | +27.1% | -39.0% | -19.9% |
| 5Y | -20.6% | +37.9% | -58.5% | -31.9% |
| 10Y | +26.6% | +631.6% | -605.0% | -16.1% |
| All | +164.2% | +7.8% | +156.4% | +49.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling