+62.3%
BEN vs UEC
+73.5%
-11.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.3% | +3.5% |
| 7D | +0.2% | -6.9% | +7.2% | +1.1% |
| 30D | -0.5% | +7.6% | -8.2% | -1.6% |
| 3M | +9.7% | -18.4% | +28.1% | +11.4% |
| 6M | +33.9% | -23.3% | +57.2% | +35.8% |
| YTD | +49.0% | -1.2% | +50.2% | +45.7% |
| 1Y | +42.1% | +2.3% | +39.8% | +36.6% |
| 3Y | +51.9% | +162.3% | -110.4% | +24.4% |
| 5Y | +39.0% | +287.2% | -248.2% | +2.1% |
| 10Y | +57.9% | +1,009.6% | -951.8% | -10.4% |
| All | +62.3% | +73.5% | -11.2% | -24.9% |
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