+27.6%
BDX vs UEC
+21.1%
+6.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.1% | +1.1% |
| 7D | +2.9% | -3.8% | +6.7% | +3.0% |
| 30D | +15.4% | -13.5% | +28.9% | +15.9% |
| 3M | +20.5% | -40.5% | +61.0% | +22.6% |
| 6M | +53.2% | -56.7% | +109.9% | +57.3% |
| YTD | +45.7% | -43.0% | +88.7% | +47.1% |
| 1Y | +47.3% | -42.5% | +89.8% | +48.4% |
| 3Y | +25.1% | +11.6% | +13.5% | +18.3% |
| All | +27.6% | +21.1% | +6.5% | +16.6% |
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 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