+212.3%
BAH vs UEC
+696.7%
-484.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.9% | +6.7% | +1.1% |
| 7D | +0.5% | -5.2% | +5.6% | +0.6% |
| 30D | +18.2% | -22.0% | +40.2% | +19.2% |
| 3M | +13.1% | -37.0% | +50.1% | +14.8% |
| 6M | +15.2% | -52.7% | +67.9% | +17.8% |
| YTD | +6.0% | -38.6% | +44.6% | +6.6% |
| 1Y | +3.1% | -44.6% | +47.7% | +4.1% |
| 3Y | -26.2% | +27.1% | -53.3% | -30.3% |
| 5Y | +9.3% | +37.9% | -28.6% | -0.8% |
| 10Y | +212.3% | +631.6% | -419.3% | +157.5% |
| All | +212.3% | +696.7% | -484.4% | +157.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling