+1,784.6%
BE vs UEC
+156.3%
+1,628.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.0% | +6.6% | +8.3% |
| 7D | +29.8% | +2.6% | +27.2% | +28.4% |
| 30D | +26.4% | +5.6% | +20.8% | +22.1% |
| 3M | +9.3% | -5.7% | +15.0% | +10.0% |
| 6M | +105.1% | -8.0% | +113.1% | +105.0% |
| YTD | +219.0% | +1.8% | +217.2% | +209.1% |
| 1Y | +418.8% | +0.6% | +418.2% | +406.3% |
| 3Y | +1,784.6% | +155.2% | +1,629.4% | +1,171.4% |
| All | +1,784.6% | +156.3% | +1,628.3% | +1,171.4% |
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