+883.7%
BAH vs UEC
+106.4%
+777.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.7% | -1.5% |
| 7D | -3.2% | -6.9% | +3.7% | -2.9% |
| 30D | +2.0% | +7.6% | -5.6% | +1.6% |
| 3M | -7.6% | -18.4% | +10.8% | -7.1% |
| 6M | -5.7% | -23.3% | +17.6% | -5.3% |
| YTD | -11.7% | -1.2% | -10.5% | -12.8% |
| 1Y | -27.4% | +2.3% | -29.7% | -28.8% |
| 3Y | -32.5% | +162.3% | -194.8% | -38.8% |
| 5Y | -3.3% | +287.2% | -290.6% | -17.1% |
| 10Y | +186.0% | +1,009.6% | -823.6% | +112.0% |
| All | +883.7% | +106.4% | +777.2% | +621.3% |
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