+71.3%
BEN vs UEC
+7.8%
+63.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.9% | +7.1% | +1.9% |
| 7D | +12.1% | -5.2% | +17.3% | +12.8% |
| 30D | +13.4% | -22.0% | +35.4% | +16.5% |
| 3M | +9.4% | -37.0% | +46.4% | +14.7% |
| 6M | +19.3% | -52.7% | +72.0% | +28.1% |
| YTD | +57.3% | -38.6% | +95.9% | +62.0% |
| 1Y | +69.1% | -44.6% | +113.7% | +75.6% |
| 3Y | +85.6% | +27.1% | +58.5% | +65.7% |
| 5Y | +32.9% | +37.9% | -4.9% | +10.6% |
| 10Y | +58.3% | +631.6% | -573.3% | -5.8% |
| All | +71.3% | +7.8% | +63.5% | -16.5% |
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