+119.2%
BHP vs UEC
+23.6%
+95.6%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.9% | +4.1% | -0.8% |
| 7D | +2.5% | +4.9% | -2.5% | +1.5% |
| 30D | -5.2% | -17.5% | +12.2% | -2.3% |
| 3M | -8.7% | -40.1% | +31.4% | -0.9% |
| 6M | -6.9% | -56.1% | +49.3% | +5.6% |
| YTD | +39.0% | -41.8% | +80.7% | +49.0% |
| 1Y | +48.9% | -44.8% | +93.8% | +60.1% |
| 3Y | +55.4% | +20.6% | +34.8% | +37.1% |
| 5Y | +119.2% | +24.3% | +94.9% | +94.5% |
| All | +119.2% | +23.6% | +95.6% | +94.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling