+19.8%
BIL vs UEC
+41.6%
-21.8%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +10.1% | -10.1% | 0.0% |
| 7D | +0.1% | +1.5% | -1.4% | +0.1% |
| 30D | 0.0% | -17.1% | +17.1% | 0.0% |
| 3M | +0.6% | -32.3% | +32.9% | +0.6% |
| 6M | +1.5% | -49.7% | +51.2% | +1.5% |
| YTD | +2.8% | -34.8% | +37.5% | +2.8% |
| 1Y | +3.3% | -37.5% | +40.9% | +3.3% |
| 3Y | +13.4% | +37.1% | -23.6% | +13.4% |
| 5Y | +19.8% | +44.3% | -24.5% | +19.8% |
| All | +19.8% | +41.6% | -21.8% | +19.8% |
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