+167.0%
BB vs UEC
+28.2%
+138.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.7% |
| 7D | +7.3% | +0.6% | +6.7% | +7.1% |
| 30D | +11.2% | -18.1% | +29.4% | +15.0% |
| 3M | +4.7% | -36.9% | +41.6% | +12.7% |
| 6M | +51.1% | -56.1% | +107.2% | +69.5% |
| YTD | +148.0% | -38.1% | +186.1% | +161.6% |
| 1Y | +106.1% | -41.7% | +147.8% | +118.2% |
| All | +167.0% | +28.2% | +138.9% | +138.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling