+29.1%
BAX vs UEC
+7.8%
+21.3%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.9% | +5.9% | +0.4% |
| 7D | +3.6% | -5.2% | +8.8% | +3.9% |
| 30D | +8.5% | -22.0% | +30.5% | +9.9% |
| 3M | -4.9% | -37.0% | +32.1% | -2.7% |
| 6M | +47.0% | -52.7% | +99.7% | +51.9% |
| YTD | +38.4% | -38.6% | +77.1% | +40.5% |
| 1Y | +49.1% | -44.6% | +93.7% | +51.8% |
| 3Y | -14.9% | +27.1% | -42.0% | -19.3% |
| 5Y | -63.1% | +37.9% | -101.0% | -66.2% |
| 10Y | -35.6% | +631.6% | -667.2% | -50.1% |
| All | +29.1% | +7.8% | +21.3% | -1.9% |
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