-67.5%
BBWI vs UEC
+21.1%
-88.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.5% | +1.7% |
| 7D | +0.1% | -3.8% | +3.9% | +0.6% |
| 30D | +12.9% | -13.5% | +26.4% | +14.7% |
| 3M | +16.0% | -40.5% | +56.5% | +23.0% |
| 6M | +16.6% | -56.7% | +73.3% | +28.1% |
| YTD | +9.7% | -43.0% | +52.7% | +13.9% |
| 1Y | +1.5% | -42.5% | +44.0% | +5.0% |
| 3Y | -21.4% | +11.6% | -32.9% | -32.2% |
| All | -67.5% | +21.1% | -88.6% | -74.4% |
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