+126.6%
BHP vs UEC
+289.3%
-162.6%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.7% |
| 7D | +0.9% | -0.2% | +1.1% | +0.9% |
| 30D | +4.0% | +1.9% | +2.1% | +3.4% |
| 3M | +11.3% | +8.9% | +2.3% | +9.0% |
| 6M | +29.3% | -14.5% | +43.8% | +30.7% |
| YTD | +59.2% | -0.7% | +59.9% | +56.3% |
| 1Y | +80.8% | -4.1% | +84.9% | +75.9% |
| 3Y | +88.0% | +148.9% | -60.9% | +46.8% |
| 5Y | +126.6% | +300.0% | -173.4% | +56.8% |
| All | +126.6% | +289.3% | -162.6% | +56.8% |
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