+911.5%
BE vs UEC
+630.4%
+281.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.3% | +7.1% | +7.3% |
| 7D | +20.0% | -6.9% | +26.9% | +23.1% |
| 30D | +7.9% | +7.6% | +0.3% | +3.8% |
| 3M | -13.2% | -18.4% | +5.2% | -7.4% |
| 6M | +53.5% | -23.3% | +76.7% | +65.4% |
| YTD | +191.0% | -1.2% | +192.2% | +187.0% |
| 1Y | +360.5% | +2.3% | +358.2% | +346.8% |
| 3Y | +1,568.0% | +162.3% | +1,405.7% | +971.0% |
| 5Y | +1,055.2% | +287.2% | +767.9% | +486.2% |
| All | +911.5% | +630.4% | +281.1% | +190.4% |
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 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