-50.4%
BIDU vs UEC
+885.8%
-936.2%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.2% | +6.1% | +1.7% |
| 7D | -8.1% | -9.4% | +1.3% | -6.8% |
| 30D | -12.8% | -8.0% | -4.8% | -12.0% |
| 3M | -21.3% | -1.7% | -19.6% | -21.6% |
| 6M | -27.0% | -26.1% | -0.8% | -24.7% |
| YTD | -30.0% | -10.5% | -19.5% | -30.2% |
| 1Y | -18.3% | -13.3% | -5.0% | -19.5% |
| 3Y | -33.8% | +116.4% | -150.2% | -46.6% |
| 5Y | -44.3% | +225.5% | -269.8% | -60.8% |
| All | -50.4% | +885.8% | -936.2% | -73.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling