-65.8%
BAX vs UEC
+274.7%
-340.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.8% | +1.0% |
| 7D | -1.1% | -6.9% | +5.8% | -0.7% |
| 30D | -5.5% | +7.6% | -13.1% | -6.0% |
| 3M | +33.5% | -18.4% | +51.9% | +34.4% |
| 6M | +35.9% | -23.3% | +59.1% | +36.7% |
| YTD | +35.4% | -1.2% | +36.6% | +34.0% |
| 1Y | +9.8% | +2.3% | +7.4% | +7.7% |
| 3Y | -32.7% | +162.3% | -195.0% | -39.4% |
| All | -65.8% | +274.7% | -340.5% | -70.0% |
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