+159.0%
BBWI vs UEC
+8.7%
+150.3%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.2% |
| 7D | -7.7% | +0.6% | -8.3% | -7.9% |
| 30D | +24.8% | -18.1% | +42.9% | +27.0% |
| 3M | +16.2% | -36.9% | +53.1% | +21.0% |
| 6M | +15.8% | -56.1% | +71.9% | +24.4% |
| YTD | +11.4% | -38.1% | +49.5% | +14.1% |
| 1Y | +3.2% | -41.7% | +44.9% | +6.2% |
| 3Y | -23.5% | +28.2% | -51.7% | -30.8% |
| 5Y | -67.4% | +31.7% | -99.1% | -72.0% |
| 10Y | -46.0% | +685.9% | -731.9% | -64.5% |
| All | +159.0% | +8.7% | +150.3% | +39.6% |
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 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