-17.7%
BB vs UEC
+21.1%
-38.8%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.4% | -2.0% |
| 7D | +1.8% | -3.8% | +5.6% | +2.6% |
| 30D | +8.1% | -13.5% | +21.6% | +11.6% |
| 3M | -1.0% | -40.5% | +39.5% | +10.1% |
| 6M | +45.9% | -56.7% | +102.6% | +71.3% |
| YTD | +134.8% | -43.0% | +177.8% | +154.2% |
| 1Y | +104.6% | -42.5% | +147.1% | +119.2% |
| 3Y | +152.8% | +11.6% | +141.3% | +109.0% |
| All | -17.7% | +21.1% | -38.8% | -42.6% |
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