-2.6%
BDX vs UEC
+273.6%
-276.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.0% | +3.1% | -1.7% |
| 7D | -5.4% | -4.3% | -1.2% | -5.3% |
| 30D | -2.2% | -3.8% | +1.7% | -2.1% |
| 3M | +20.1% | +17.0% | +3.1% | +19.1% |
| 6M | +9.1% | -23.9% | +32.9% | +9.5% |
| YTD | +17.9% | -5.7% | +23.5% | +17.0% |
| 1Y | +22.1% | -12.5% | +34.6% | +21.0% |
| 3Y | -10.5% | +136.5% | -147.0% | -18.1% |
| 5Y | -2.6% | +243.3% | -245.9% | -14.1% |
| All | -2.6% | +273.6% | -276.2% | -14.1% |
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 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