+1,683.6%
BE vs UEC
+37.5%
+1,646.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +10.1% | +1.8% | +7.1% |
| 7D | -1.2% | +1.5% | -2.7% | -1.2% |
| 30D | -30.9% | -17.1% | -13.8% | -24.0% |
| 3M | -11.6% | -32.3% | +20.7% | +5.0% |
| 6M | -25.7% | -49.7% | +24.0% | -0.6% |
| YTD | +123.1% | -34.8% | +157.9% | +165.8% |
| 1Y | +43.4% | -37.5% | +80.9% | +77.0% |
| 3Y | +1,683.6% | +37.1% | +1,646.6% | +1,518.7% |
| All | +1,683.6% | +37.5% | +1,646.1% | +1,518.7% |
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