-1.5%
BAC vs UEC
-46.3%
+44.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -4.9% | +8.9% | +4.2% |
| 7D | +1.5% | -13.8% | +15.3% | +2.2% |
| 30D | -4.4% | -23.1% | +18.7% | -3.3% |
| 3M | -17.5% | -31.5% | +14.0% | -16.5% |
| 6M | -0.1% | -51.5% | +51.4% | +2.5% |
| YTD | -4.6% | -38.4% | +33.8% | -5.4% |
| 1Y | -1.5% | -44.7% | +43.2% | -2.4% |
| All | -1.5% | -46.3% | +44.8% | -2.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling