+314.5%
BDX vs UEC
+78.8%
+235.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.0% | -6.1% | -3.2% |
| 7D | -4.3% | +2.6% | -6.9% | -4.4% |
| 30D | +1.3% | +5.6% | -4.3% | +0.9% |
| 3M | +20.2% | -5.7% | +26.0% | +20.1% |
| 6M | +8.6% | -8.0% | +16.7% | +8.2% |
| YTD | +19.0% | +1.8% | +17.2% | +17.7% |
| 1Y | +21.2% | +0.6% | +20.6% | +19.3% |
| 3Y | -9.7% | +155.2% | -164.9% | -16.6% |
| 5Y | -3.4% | +305.8% | -309.2% | -15.2% |
| 10Y | +53.9% | +943.0% | -889.1% | +20.5% |
| All | +314.5% | +78.8% | +235.7% | +209.0% |
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