-80.7%
BB vs UEC
+8.7%
-89.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.7% |
| 7D | +7.3% | +0.6% | +6.7% | +7.2% |
| 30D | +11.2% | -18.1% | +29.4% | +14.1% |
| 3M | +4.7% | -36.9% | +41.6% | +10.8% |
| 6M | +51.1% | -56.1% | +107.2% | +66.3% |
| YTD | +148.0% | -38.1% | +186.1% | +158.4% |
| 1Y | +106.1% | -41.7% | +147.8% | +115.4% |
| 3Y | +158.2% | +28.2% | +130.1% | +133.9% |
| 5Y | -10.8% | +31.7% | -42.5% | -23.2% |
| 10Y | +29.3% | +685.9% | -656.6% | -16.3% |
| All | -80.7% | +8.7% | -89.4% | -88.1% |
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