-9.0%
BDX vs UEC
+146.8%
-155.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.4% | +1.0% |
| 7D | -3.6% | -0.2% | -3.4% | -3.6% |
| 30D | +0.7% | +1.9% | -1.2% | +0.6% |
| 3M | +19.0% | +8.9% | +10.0% | +18.8% |
| 6M | +10.8% | -14.5% | +25.2% | +10.7% |
| YTD | +20.1% | -0.7% | +20.8% | +19.9% |
| 1Y | +23.1% | -4.1% | +27.1% | +22.6% |
| All | -9.0% | +146.8% | -155.8% | -14.9% |
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