-3.8%
BAH vs UEC
+278.7%
-282.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.0% | -4.0% | -1.0% |
| 7D | -4.3% | +2.6% | -6.9% | -4.4% |
| 30D | -4.5% | +5.6% | -10.1% | -4.7% |
| 3M | -7.6% | -5.7% | -1.9% | -7.6% |
| 6M | -10.6% | -8.0% | -2.6% | -10.9% |
| YTD | -12.6% | +1.8% | -14.4% | -13.5% |
| 1Y | -27.0% | +0.6% | -27.6% | -28.1% |
| 3Y | -31.5% | +155.2% | -186.6% | -37.7% |
| 5Y | -3.8% | +305.8% | -309.6% | -17.4% |
| All | -3.8% | +278.7% | -282.5% | -17.4% |
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